PIWA
HYI

Prevail Innovative Wealth Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q2 		– Sell
-20,637
Closed -$247K – 167
2024
Q1 		$247K Buy
20,637
+1,321
+7% +$15.9K 0.09% 147
2023
Q4 		$234K Buy
+19,316
New +$222K 0.11% 123

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Prevail Innovative Wealth Advisors's HYI Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2024, closing a stake of 20,637 shares — an estimated $247K sold.

Prevail Innovative Wealth Advisors first reported a position in HYI in Q4 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2024. 50 funds tracked by Wall St. Rank hold HYI as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 20,637 Western Asset High Yield Opportunity Fund Inc shares in Q2 2024, an estimated $247K.
  • Prevail Innovative Wealth Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $247K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.