JSW
HIO

Journey Strategic Wealth’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Journey Strategic Wealth’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
2022
Q3 		– Sell
-14,000
Closed -$55K – 186
2022
Q2 		$55K Hold
14,000
– – 0.01% 123
2022
Q1 		$63K Hold
14,000
– – 0.01% 177
2021
Q4 		$73K Buy
+14,000
New +$72.4K 0.01% 206

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Journey Strategic Wealth's HIO Position: Q3 2022 in Review

Journey Strategic Wealth sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2022, closing a stake of 14,000 shares — an estimated $55K sold.

Journey Strategic Wealth first reported a position in HIO in Q4 2021 and held it in 3 quarters. The position peaked at $73K in Q4 2021. 99 funds tracked by Wall St. Rank hold HIO as of Q3 2022.

  • Journey Strategic Wealth reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 14,000 Western Asset High Income Opportunity Fund shares in Q3 2022, an estimated $55K.
  • Journey Strategic Wealth first reported a position in Western Asset High Income Opportunity Fund in Q4 2021 and held it in 3 quarters.
  • Journey Strategic Wealth's Western Asset High Income Opportunity Fund position peaked at $73K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2022.

Based on Journey Strategic Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.