IFP Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

IFP Advisors’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	-638	Closed	-$9K	–	3871
2022 Q4	$9K	Sell	638 -638	-50%	-$7.64K	﹤0.01%	3451
2022 Q3	$18K	Buy	1,276 +638	+100%	+$7.89K	﹤0.01%	3187
2022 Q2	$9K	Hold	638	–	–	﹤0.01%	3468
2022 Q1	$9K	Buy	+638	New	+$9.13K	﹤0.01%	3468
2019 Q1	$5K	Hold	325	–	–	﹤0.01%	1856
2018 Q4	$4K	Hold	325	–	–	﹤0.01%	2939
2018 Q3	$5K	Hold	325	–	–	﹤0.01%	3201
2018 Q2	$5K	Hold	325	–	–	﹤0.01%	3252
2018 Q1	$5K	Hold	325	–	–	﹤0.01%	3166
2017 Q4	$5K	Hold	325	–	–	﹤0.01%	3213
2017 Q3	$5K	Hold	325	–	–	﹤0.01%	3389
2017 Q2	$5K	Hold	325	–	–	﹤0.01%	3396
2017 Q1	$5K	Hold	325	–	–	﹤0.01%	3291
2016 Q4	$5K	Hold	325	–	–	﹤0.01%	3294
2016 Q3	$5K	Hold	325	–	–	﹤0.01%	3231
2016 Q2	$5K	Hold	325	–	–	﹤0.01%	3143
2016 Q1	$5K	Hold	325	–	–	﹤0.01%	1855
2015 Q4	$5K	Buy	+325	New	+$4.63K	﹤0.01%	2959

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

IFP Advisors's HYI Position: Q1 2023 in Review

IFP Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2023, closing a stake of 638 shares — an estimated $9K sold.

IFP Advisors first reported a position in HYI in Q4 2015 and held it in 18 quarters. The position peaked at $18K in Q3 2022. 51 funds tracked by Wall St. Rank hold HYI as of Q1 2023.

IFP Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 638 Western Asset High Yield Opportunity Fund Inc shares in Q1 2023, an estimated $9K.
IFP Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2015 and held it in 18 quarters.
IFP Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $18K in Q3 2022.
51 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.