Baystate Wealth Management’s Western Asset High Income Fund II HIX Stock Holding History

Baystate Wealth Management’s Portfolio HIX Stock Details HIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.26K	Buy	+859	New	+$3.92K	﹤0.01%	924

Other funds holding HIX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Western Asset High Income Fund II (HIX) in Q4 2023: 859 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

44 funds tracked by Wall St. Rank hold HIX as of Q4 2023.

Baystate Wealth Management held 859 shares of Western Asset High Income Fund II worth $4.26K as of Q4 2023.
Western Asset High Income Fund II was a new Baystate Wealth Management position in Q4 2023.
Western Asset High Income Fund II made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #924 holding.
44 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q4 2023.

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