HBC Financial Services’s Western Asset High Income Opportunity Fund HIO Stock Holding History

HBC Financial Services’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	-1	Closed	–	–	177
2023 Q3	$0	Hold	1	–	–	﹤0.01%	182
2023 Q2	$0	Hold	1	–	–	﹤0.01%	188
2023 Q1	$0	Hold	1	–	–	﹤0.01%	190
2022 Q4	$0	Hold	1	–	–	﹤0.01%	171
2022 Q3	$0	Hold	1	–	–	﹤0.01%	175
2022 Q2	$0	Hold	1	–	–	﹤0.01%	178
2022 Q1	$0	Hold	1	–	–	﹤0.01%	172
2021 Q4	$0	Hold	1	–	–	﹤0.01%	177
2021 Q3	$0	Hold	1	–	–	﹤0.01%	175
2021 Q2	$0	Sell	1 -10	-91%	-$52	﹤0.01%	184
2021 Q1	$56	Buy	+11	New	+$55	﹤0.01%	187
2020 Q4	–	Sell	-1	Closed	–	–	174
2020 Q3	$0	Buy	+1	New	+$5	﹤0.01%	182

Other funds holding HIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Pathstone Holdings

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Allspring Global Investments

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