EI
HYI

Ellevest Inc’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Ellevest Inc’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
2022
Q2 		– Sell
-1,000
Closed -$14K – 1515
2022
Q1 		$14K Hold
1,000
– – ﹤0.01% 814
2021
Q4 		$16K Hold
1,000
– – ﹤0.01% 761
2021
Q3 		$16K Hold
1,000
– – ﹤0.01% 716
2021
Q2 		$16K Hold
1,000
– – ﹤0.01% 676
2021
Q1 		$15K Hold
1,000
– – ﹤0.01% 713
2020
Q4 		$15K Buy
+1,000
New +$14.8K ﹤0.01% 673

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Ellevest Inc's HYI Position: Q2 2022 in Review

Ellevest Inc sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2022, closing a stake of 1,000 shares — an estimated $14K sold.

Ellevest Inc first reported a position in HYI in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2022.

  • Ellevest Inc reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 1,000 Western Asset High Yield Opportunity Fund Inc shares in Q2 2022, an estimated $14K.
  • Ellevest Inc first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2020 and held it in 6 quarters.
  • Ellevest Inc's Western Asset High Yield Opportunity Fund Inc position peaked at $16K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.