BRWA
HIO

B. Riley Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

B. Riley Wealth Advisors’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,529
Closed -$40.4K – 1584
2023
Q1 		$40.4K Buy
10,529
+20
+0.2% +$80 ﹤0.01% 1449
2022
Q4 		$41.5K Buy
+10,509
New +$40.5K ﹤0.01% 1420
2020
Q4 		– Sell
-317,188
Closed -$1.47M – 1057
2020
Q3 		$1.47M Hold
317,188
– – 0.08% 250
2020
Q2 		$1.47M Buy
317,188
+305,487
+2,611% +$1.37M 0.1% 213
2020
Q1 		$49K Buy
+11,701
New +$56.1K ﹤0.01% 758
2015
Q1 		– Sell
-4,474
Closed -$24 – 1175
2014
Q4 		$24 Buy
+4,474
New +$25K ﹤0.01% 2463
2014
Q3 		– Sell
-4,311
Closed -$26.3K – 1177
2014
Q2 		$26.3K Buy
+4,311
New +$26.1K 0.01% 1348

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's HIO Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2023, closing a stake of 10,529 shares — an estimated $40.4K sold.

B. Riley Wealth Advisors first reported a position in HIO in Q2 2014 and held it in 7 quarters. The position peaked at $1.47M in Q3 2020. 106 funds tracked by Wall St. Rank hold HIO as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,529 Western Asset High Income Opportunity Fund shares in Q2 2023, an estimated $40.4K.
  • B. Riley Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q2 2014 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $1.47M in Q3 2020.
  • 106 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.