HWM
BRW

Horizons Wealth Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Horizons Wealth Management’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-700
Closed -$6K – 171
2022
Q3 		$6K Hold
700
– – 0.01% 125
2022
Q2 		$6K Buy
+700
New +$5.86K ﹤0.01% 126

Other funds holding BRW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Horizons Wealth Management's BRW Position: Q4 2022 in Review

Horizons Wealth Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2022, closing a stake of 700 shares — an estimated $6K sold.

Horizons Wealth Management first reported a position in BRW in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 71 funds tracked by Wall St. Rank hold BRW as of Q4 2022.

  • Horizons Wealth Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Horizons Wealth Management sold 700 Saba Capital Income & Opportunities Fund shares in Q4 2022, an estimated $6K.
  • Horizons Wealth Management first reported a position in Saba Capital Income & Opportunities Fund in Q2 2022 and held it in 2 quarters.
  • Horizons Wealth Management's Saba Capital Income & Opportunities Fund position peaked at $6K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2022.

Based on Horizons Wealth Management's 13F filing for Q4 2022, filed 3 Jan 2023.