JF
HIX

Jump Financial’s Western Asset High Income Fund II HIX Stock Holding History

Jump Financial’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,300
Closed -$45.9K – 1965
2023
Q3 		$45.9K Buy
+10,300
New +$49.8K ﹤0.01% 1753

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jump Financial's HIX Position: Q4 2023 in Review

Jump Financial sold out of Western Asset High Income Fund II (HIX) in Q4 2023, closing a stake of 10,300 shares — an estimated $45.9K sold.

Jump Financial first reported a position in HIX in Q3 2023 and held it in 1 quarter. The position peaked at $45.9K in Q3 2023. 44 funds tracked by Wall St. Rank hold HIX as of Q4 2023.

  • Jump Financial reported no remaining Western Asset High Income Fund II position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 10,300 Western Asset High Income Fund II shares in Q4 2023, an estimated $45.9K.
  • Jump Financial first reported a position in Western Asset High Income Fund II in Q3 2023 and held it in 1 quarter.
  • Jump Financial's Western Asset High Income Fund II position peaked at $45.9K in Q3 2023.
  • 44 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.