SFA
HIO

Sequoia Financial Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Sequoia Financial Advisors’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
-10,000
Closed -$40.5K – 1378
2024
Q3 		$40.5K Buy
+10,000
New +$39.3K ﹤0.01% 1261

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

Sequoia Financial Advisors's HIO Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2024, closing a stake of 10,000 shares — an estimated $40.5K sold.

Sequoia Financial Advisors first reported a position in HIO in Q3 2024 and held it in 1 quarter. The position peaked at $40.5K in Q3 2024. 101 funds tracked by Wall St. Rank hold HIO as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,000 Western Asset High Income Opportunity Fund shares in Q4 2024, an estimated $40.5K.
  • Sequoia Financial Advisors first reported a position in Western Asset High Income Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Western Asset High Income Opportunity Fund position peaked at $40.5K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.