GI
HYI

Gradient Investments’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-193
Closed -$2.33K – 1510
2023
Q4 		$2.33K Buy
+193
New +$2.22K ﹤0.01% 1189

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Gradient Investments's HYI Position: Q1 2024 in Review

Gradient Investments sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2024, closing a stake of 193 shares — an estimated $2.33K sold.

Gradient Investments first reported a position in HYI in Q4 2023 and held it in 1 quarter. The position peaked at $2.33K in Q4 2023. 57 funds tracked by Wall St. Rank hold HYI as of Q1 2024.

  • Gradient Investments reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 193 Western Asset High Yield Opportunity Fund Inc shares in Q1 2024, an estimated $2.33K.
  • Gradient Investments first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Western Asset High Yield Opportunity Fund Inc position peaked at $2.33K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.