FWA
HYI

Freedom Wealth Alliance’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-2,000
Closed -$25K – 236
2022
Q4 		$25K Buy
+2,000
New +$24K 0.04% 176

Other funds holding HYI

BI
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Freedom Wealth Alliance's HYI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2023, closing a stake of 2,000 shares — an estimated $25K sold.

Freedom Wealth Alliance first reported a position in HYI in Q4 2022 and held it in 1 quarter. The position peaked at $25K in Q4 2022. 51 funds tracked by Wall St. Rank hold HYI as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,000 Western Asset High Yield Opportunity Fund Inc shares in Q1 2023, an estimated $25K.
  • Freedom Wealth Alliance first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Western Asset High Yield Opportunity Fund Inc position peaked at $25K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.