Carroll Financial Associates’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Buy	+48	New	+$248	﹤0.01%	1752

Other funds holding HIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Carroll Financial Associates's HIO Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q4 2021: 48 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings.

100 funds tracked by Wall St. Rank hold HIO as of Q4 2021.

Carroll Financial Associates held 48 shares of Western Asset High Income Opportunity Fund worth $0 as of Q4 2021.
Western Asset High Income Opportunity Fund was a new Carroll Financial Associates position in Q4 2021.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1752 holding.
100 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.