GC Wealth Management RIA’s Western Asset High Income Opportunity Fund HIO Stock Holding History

GC Wealth Management RIA’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	-67,551	Closed	-$263K	–	272
2024 Q1	$263K	Buy	67,551 +1,284	+2%	+$5.06K	0.05%	242
2023 Q4	$256K	Buy	+66,267	New	+$248K	0.12%	180

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

CIA

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

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

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

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

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

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

GC Wealth Management RIA's HIO Position: Q2 2024 in Review

GC Wealth Management RIA sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2024, closing a stake of 67,551 shares — an estimated $263K sold.

GC Wealth Management RIA first reported a position in HIO in Q4 2023 and held it in 2 quarters. The position peaked at $263K in Q1 2024. 97 funds tracked by Wall St. Rank hold HIO as of Q2 2024.

GC Wealth Management RIA reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2024 after selling out during the quarter.
GC Wealth Management RIA sold 67,551 Western Asset High Income Opportunity Fund shares in Q2 2024, an estimated $263K.
GC Wealth Management RIA first reported a position in Western Asset High Income Opportunity Fund in Q4 2023 and held it in 2 quarters.
GC Wealth Management RIA's Western Asset High Income Opportunity Fund position peaked at $263K in Q1 2024.
97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2024.

Based on GC Wealth Management RIA's 13F filing for Q2 2024, filed 31 Jul 2024.