Future Financial Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Future Financial Wealth Management’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
2023 Q4	–	Sell	-10,500	Closed	-$38.2K	–	114
2023 Q3	$38.2K	Hold	10,500	–	–	0.04%	100
2023 Q2	$39.7K	Hold	10,500	–	–	0.04%	111
2023 Q1	$40.4K	Hold	10,500	–	–	0.04%	108
2022 Q4	$41.5K	Hold	10,500	–	–	0.05%	116
2022 Q3	$42K	Hold	10,500	–	–	0.05%	120
2022 Q2	$47K	Hold	10,500	–	–	0.05%	130
2022 Q1	$47K	Hold	10,500	–	–	0.04%	277
2021 Q4	$54K	Hold	10,500	–	–	0.04%	265
2021 Q3	$55K	Hold	10,500	–	–	0.06%	122
2021 Q2	$55K	Hold	10,500	–	–	0.06%	122
2021 Q1	$53K	Hold	10,500	–	–	0.06%	112
2020 Q4	$52K	Buy	+10,500	New	+$52.3K	0.06%	120

Other funds holding HIO

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SIA

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Future Financial Wealth Management's HIO Position: Q4 2023 in Review

Future Financial Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2023, closing a stake of 10,500 shares — an estimated $38.2K sold.

Future Financial Wealth Management first reported a position in HIO in Q4 2020 and held it in 12 quarters. The position peaked at $55K in Q3 2021. 107 funds tracked by Wall St. Rank hold HIO as of Q4 2023.

Future Financial Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
Future Financial Wealth Management sold 10,500 Western Asset High Income Opportunity Fund shares in Q4 2023, an estimated $38.2K.
Future Financial Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2020 and held it in 12 quarters.
Future Financial Wealth Management's Western Asset High Income Opportunity Fund position peaked at $55K in Q3 2021.
107 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2023.

Based on Future Financial Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.