AWM
HYI

Avior Wealth Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Avior Wealth Management’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,500
Closed -$65K – 1472
2024
Q4 		$65K Buy
+5,500
New +$66.7K ﹤0.01% 1056

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Avior Wealth Management's HYI Position: Q1 2025 in Review

Avior Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2025, closing a stake of 5,500 shares — an estimated $65K sold.

Avior Wealth Management first reported a position in HYI in Q4 2024 and held it in 1 quarter. The position peaked at $65K in Q4 2024. 57 funds tracked by Wall St. Rank hold HYI as of Q1 2025.

  • Avior Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,500 Western Asset High Yield Opportunity Fund Inc shares in Q1 2025, an estimated $65K.
  • Avior Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $65K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.