CASC
HYI

Coppell Advisory Solutions Corp’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,247
Closed -$40.5K – 610
2022
Q4 		$40.5K Buy
+3,247
New +$38.9K 0.01% 395

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Coppell Advisory Solutions Corp's HYI Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2023, closing a stake of 3,247 shares — an estimated $40.5K sold.

Coppell Advisory Solutions Corp first reported a position in HYI in Q4 2022 and held it in 1 quarter. The position peaked at $40.5K in Q4 2022. 51 funds tracked by Wall St. Rank hold HYI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,247 Western Asset High Yield Opportunity Fund Inc shares in Q1 2023, an estimated $40.5K.
  • Coppell Advisory Solutions Corp first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Western Asset High Yield Opportunity Fund Inc position peaked at $40.5K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.