NWMP
HYI

Noble Wealth Management PBC’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Noble Wealth Management PBC’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
2025
Q1 		$19.8K Sell
1,675
-150
-8% -$1.8K 0.01% 307
2024
Q4 		$21.6K Buy
+1,825
New +$22.1K 0.02% 270

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Noble Wealth Management PBC's HYI Position: Q1 2025 in Review

Noble Wealth Management PBC reduced its Western Asset High Yield Opportunity Fund Inc (HYI) stake by 8.2% in Q1 2025, selling an estimated $1.8K and leaving 1,675 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #307.

Noble Wealth Management PBC first reported a position in HYI in Q4 2024 and has held it in 2 quarters since. The position peaked at $21.6K in Q4 2024. 57 funds tracked by Wall St. Rank hold HYI as of Q1 2025.

  • Noble Wealth Management PBC held 1,675 shares of Western Asset High Yield Opportunity Fund Inc worth $19.8K as of Q1 2025.
  • Noble Wealth Management PBC sold 150 Western Asset High Yield Opportunity Fund Inc shares in Q1 2025, an estimated $1.8K.
  • Western Asset High Yield Opportunity Fund Inc made up 0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #307 holding.
  • Noble Wealth Management PBC first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2024 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Western Asset High Yield Opportunity Fund Inc position peaked at $21.6K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.