RW
HYB

RVW Wealth’s New America High Income Fund, Inc. HYB Stock Holding History

RVW Wealth’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
2023
Q2 		– Sell
-32,900
Closed -$224K – 160
2023
Q1 		$224K Buy
+32,900
New +$224K 0.03% 146

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SCM
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RVW Wealth's HYB Position: Q2 2023 in Review

RVW Wealth sold out of New America High Income Fund, Inc. (HYB) in Q2 2023, closing a stake of 32,900 shares — an estimated $224K sold.

RVW Wealth first reported a position in HYB in Q1 2023 and held it in 1 quarter. The position peaked at $224K in Q1 2023. 58 funds tracked by Wall St. Rank hold HYB as of Q2 2023.

  • RVW Wealth reported no remaining New America High Income Fund, Inc. position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 32,900 New America High Income Fund, Inc. shares in Q2 2023, an estimated $224K.
  • RVW Wealth first reported a position in New America High Income Fund, Inc. in Q1 2023 and held it in 1 quarter.
  • RVW Wealth's New America High Income Fund, Inc. position peaked at $224K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q2 2023.

Based on RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.