FFO
HIO

Fortitude Family Office’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Fortitude Family Office’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,000
Closed -$11.7K – 1010
2024
Q1 		$11.7K Hold
3,000
– – 0.01% 367
2023
Q4 		$11.6K Buy
+3,000
New +$11.2K 0.01% 384

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fortitude Family Office's HIO Position: Q2 2024 in Review

Fortitude Family Office sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2024, closing a stake of 3,000 shares — an estimated $11.7K sold.

Fortitude Family Office first reported a position in HIO in Q4 2023 and held it in 2 quarters. The position peaked at $11.7K in Q1 2024. 97 funds tracked by Wall St. Rank hold HIO as of Q2 2024.

  • Fortitude Family Office reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 3,000 Western Asset High Income Opportunity Fund shares in Q2 2024, an estimated $11.7K.
  • Fortitude Family Office first reported a position in Western Asset High Income Opportunity Fund in Q4 2023 and held it in 2 quarters.
  • Fortitude Family Office's Western Asset High Income Opportunity Fund position peaked at $11.7K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.