Goodwin Investment Advisory’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Goodwin Investment Advisory’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	–	Sell	-778	Closed	-$3.08K	–	226
2022 Q2	$3.08K	Buy	+778	New	+$3.25K	﹤0.01%	138

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 $4.62B AUM 25.58% 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

Goodwin Investment Advisory's HIO Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2022, closing a stake of 778 shares — an estimated $3.08K sold.

Goodwin Investment Advisory first reported a position in HIO in Q2 2022 and held it in 1 quarter. The position peaked at $3.08K in Q2 2022. 99 funds tracked by Wall St. Rank hold HIO as of Q3 2022.

Goodwin Investment Advisory reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 778 Western Asset High Income Opportunity Fund shares in Q3 2022, an estimated $3.08K.
Goodwin Investment Advisory first reported a position in Western Asset High Income Opportunity Fund in Q2 2022 and held it in 1 quarter.
Goodwin Investment Advisory's Western Asset High Income Opportunity Fund position peaked at $3.08K in Q2 2022.
99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.