Clearview Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Clearview 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 Q1	–	Sell	-47	Closed	-$190	–	685
2022 Q4	$190	Sell	47 -96	-67%	-$370	﹤0.01%	593
2022 Q3	$1K	Hold	143	–	–	﹤0.01%	527
2022 Q2	$1K	Hold	143	–	–	﹤0.01%	533
2022 Q1	$1K	Hold	143	–	–	﹤0.01%	557
2021 Q4	$1K	Sell	143 -145	-50%	-$750	﹤0.01%	640
2021 Q3	$1K	Buy	288 +1	+0.3%	+$5	﹤0.01%	621
2021 Q2	$2K	Buy	287 +5	+2%	+$26	﹤0.01%	578
2021 Q1	$1K	Buy	282 +3	+1%	+$15	﹤0.01%	583
2020 Q4	$1K	Buy	+279	New	+$1.39K	﹤0.01%	543

Other funds holding HIO

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

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

CIA

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

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

1CP

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

Clearview Wealth Advisors's HIO Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2023, closing a stake of 47 shares — an estimated $190 sold.

Clearview Wealth Advisors first reported a position in HIO in Q4 2020 and held it in 9 quarters. The position peaked at $2K in Q2 2021. 99 funds tracked by Wall St. Rank hold HIO as of Q1 2023.

Clearview Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 47 Western Asset High Income Opportunity Fund shares in Q1 2023, an estimated $190.
Clearview Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $2K in Q2 2021.
99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.