FWM
SABA

Foresight Wealth Management’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Foresight Wealth Management’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,572
Closed -$102K – 85
2022
Q3 		$102K Buy
12,572
+41
+0.3% +$371 0.04% 106
2022
Q2 		$111K Sell
12,531
-653
-5% -$6.05K 0.04% 109
2022
Q1 		$133K Sell
13,184
-23,070
-64% -$232K 0.05% 110
2021
Q4 		$376K Buy
36,254
+6,128
+20% +$65.5K 0.14% 98
2021
Q3 		$324K Buy
30,126
+8,556
+40% +$93.9K 0.14% 96
2021
Q2 		$242K Buy
+21,570
New +$238K 0.1% 108

Other funds holding SABA

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return