MTWM
HYB

Masso Torrence Wealth Management’s New America High Income Fund, Inc. HYB Stock Holding History

Masso Torrence Wealth Management’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-496
Closed -$5K – 381
2021
Q4 		$5K Buy
+496
New +$4.8K ﹤0.01% 318

Other funds holding HYB

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Masso Torrence Wealth Management's HYB Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of New America High Income Fund, Inc. (HYB) in Q1 2022, closing a stake of 496 shares — an estimated $5K sold.

Masso Torrence Wealth Management first reported a position in HYB in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 55 funds tracked by Wall St. Rank hold HYB as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining New America High Income Fund, Inc. position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 496 New America High Income Fund, Inc. shares in Q1 2022, an estimated $5K.
  • Masso Torrence Wealth Management first reported a position in New America High Income Fund, Inc. in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's New America High Income Fund, Inc. position peaked at $5K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.