FAG
HYI

Fortitude Advisory Group’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Fortitude Advisory Group’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
-1,230
Closed -$17K – 672
2022
Q1 		$17K Hold
1,230
– – 0.01% 880
2021
Q4 		$19K Buy
+1,230
New +$19.2K 0.01% 858

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

Fortitude Advisory Group's HYI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2022, closing a stake of 1,230 shares — an estimated $17K sold.

Fortitude Advisory Group first reported a position in HYI in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,230 Western Asset High Yield Opportunity Fund Inc shares in Q2 2022, an estimated $17K.
  • Fortitude Advisory Group first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Western Asset High Yield Opportunity Fund Inc position peaked at $19K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.