FourThought Financial’s Western Asset High Income Opportunity Fund HIO Stock Holding History

FourThought Financial’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
2022 Q3	$21K	Buy	5,838 +350	+6%	+$1.41K	﹤0.01%	848
2022 Q2	$22K	Buy	5,488 +740	+16%	+$3.09K	﹤0.01%	838
2022 Q1	$21K	Hold	4,748	–	–	﹤0.01%	887
2021 Q4	$25K	Hold	4,748	–	–	﹤0.01%	870
2021 Q3	$24K	Hold	4,748	–	–	﹤0.01%	910
2021 Q2	$25K	Hold	4,748	–	–	﹤0.01%	895
2021 Q1	$24K	Hold	4,748	–	–	﹤0.01%	859
2020 Q4	$23K	Buy	+4,748	New	+$23.7K	﹤0.01%	844

Other funds holding HIO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

FourThought Financial's HIO Position: Q3 2022 in Review

FourThought Financial increased its Western Asset High Income Opportunity Fund (HIO) stake by 6.4% in Q3 2022, buying an estimated $1.41K and bringing the position to 5,838 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

FourThought Financial first reported a position in HIO in Q4 2020 and has held it in 8 quarters since. The position peaked at $25K in Q4 2021. 99 funds tracked by Wall St. Rank hold HIO as of Q3 2022.

FourThought Financial held 5,838 shares of Western Asset High Income Opportunity Fund worth $21K as of Q3 2022.
FourThought Financial bought 350 Western Asset High Income Opportunity Fund shares in Q3 2022, an estimated $1.41K.
Western Asset High Income Opportunity Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #848 holding.
FourThought Financial first reported a position in Western Asset High Income Opportunity Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Western Asset High Income Opportunity Fund position peaked at $25K in Q4 2021.
99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.