FWM
HYI

Focused Wealth Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-100
Closed -$1.21K – 530
2023
Q4 		$1.21K Hold
100
– – ﹤0.01% 838
2023
Q3 		$1.15K Hold
100
– – ﹤0.01% 831
2023
Q2 		$1.18K Hold
100
– – ﹤0.01% 865
2023
Q1 		$1.2K Hold
100
– – ﹤0.01% 849
2022
Q4 		$1.25K Hold
100
– – ﹤0.01% 840
2022
Q3 		$1K Hold
100
– – ﹤0.01% 852
2022
Q2 		$1K Buy
+100
New +$1.29K ﹤0.01% 830

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Focused Wealth Management's HYI Position: Q1 2024 in Review

Focused Wealth Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2024, closing a stake of 100 shares — an estimated $1.21K sold.

Focused Wealth Management first reported a position in HYI in Q2 2022 and held it in 7 quarters. The position peaked at $1.25K in Q4 2022. 57 funds tracked by Wall St. Rank hold HYI as of Q1 2024.

  • Focused Wealth Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 100 Western Asset High Yield Opportunity Fund Inc shares in Q1 2024, an estimated $1.21K.
  • Focused Wealth Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q2 2022 and held it in 7 quarters.
  • Focused Wealth Management's Western Asset High Yield Opportunity Fund Inc position peaked at $1.25K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.