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

Coppell Advisory Solutions’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
2024 Q3	–	Sell	-309	Closed	-$3.58K	–	1912
2024 Q2	$3.58K	Buy	+309	New	+$3.59K	﹤0.01%	1275
2023 Q4	$40.3K	Buy	3,337 +90	+3%	+$1.03K	0.01%	544
2023 Q3	$40.5K	Sell	3,247 -156	-5%	-$1.82K	0.01%	393
2023 Q2	$40.1K	Buy	+3,403	New	+$39.5K	0.01%	447
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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

Coppell Advisory Solutions's HYI Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2024, closing a stake of 309 shares — an estimated $3.58K sold.

Coppell Advisory Solutions first reported a position in HYI in Q4 2022 and held it in 5 quarters. The position peaked at $40.5K in Q3 2023. 53 funds tracked by Wall St. Rank hold HYI as of Q3 2024.

Coppell Advisory Solutions reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 309 Western Asset High Yield Opportunity Fund Inc shares in Q3 2024, an estimated $3.58K.
Coppell Advisory Solutions first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's Western Asset High Yield Opportunity Fund Inc position peaked at $40.5K in Q3 2023.
53 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.