Baystate Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Baystate Wealth Management’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 Q4	$3.15K	Buy	+814	New	+$3.04K	﹤0.01%	982

Other funds holding HIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Baystate Wealth Management's HIO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q4 2023: 814 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings.

107 funds tracked by Wall St. Rank hold HIO as of Q4 2023.

Baystate Wealth Management held 814 shares of Western Asset High Income Opportunity Fund worth $3.15K as of Q4 2023.
Western Asset High Income Opportunity Fund was a new Baystate Wealth Management position in Q4 2023.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #982 holding.
107 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.