High Net Worth Advisory Group’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-2,000	Closed	-$25K	–	364
2022 Q4	$25K	Hold	2,000	–	–	0.01%	408
2022 Q3	$22K	Hold	2,000	–	–	0.01%	439
2022 Q2	$24K	Hold	2,000	–	–	0.01%	422
2022 Q1	$28K	Hold	2,000	–	–	0.01%	409
2021 Q4	$32K	Buy	+2,000	New	+$31.2K	0.01%	395

Other funds holding HYI

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

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

SIA

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIA

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

High Net Worth Advisory Group's HYI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2023, closing a stake of 2,000 shares — an estimated $25K sold.

High Net Worth Advisory Group first reported a position in HYI in Q4 2021 and held it in 5 quarters. The position peaked at $32K in Q4 2021. 51 funds tracked by Wall St. Rank hold HYI as of Q1 2023.

High Net Worth Advisory Group reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 Western Asset High Yield Opportunity Fund Inc shares in Q1 2023, an estimated $25K.
High Net Worth Advisory Group first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Western Asset High Yield Opportunity Fund Inc position peaked at $32K in Q4 2021.
51 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.