LGWM
HIO

Litman Gregory Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Litman Gregory Wealth Management’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
2024
Q4 		– Sell
-14,000
Closed -$56.7K – 139
2024
Q3 		$56.7K Buy
+14,000
New +$55K ﹤0.01% 138

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Litman Gregory Wealth Management's HIO Position: Q4 2024 in Review

Litman Gregory Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2024, closing a stake of 14,000 shares — an estimated $56.7K sold.

Litman Gregory Wealth Management first reported a position in HIO in Q3 2024 and held it in 1 quarter. The position peaked at $56.7K in Q3 2024. 101 funds tracked by Wall St. Rank hold HIO as of Q4 2024.

  • Litman Gregory Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 14,000 Western Asset High Income Opportunity Fund shares in Q4 2024, an estimated $56.7K.
  • Litman Gregory Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Western Asset High Income Opportunity Fund position peaked at $56.7K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.