Simplicity Solutions’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Simplicity Solutions’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
2023 Q1	–	Sell	-14,252	Closed	-$56.3K	–	1185
2022 Q4	$56.3K	Hold	14,252	–	–	0.01%	652
2022 Q3	$52K	Hold	14,252	–	–	0.01%	628
2022 Q2	$56K	Hold	14,252	–	–	0.01%	613
2022 Q1	$64K	Buy	+14,252	New	+$66.7K	0.01%	618
2021 Q3	–	Sell	-14,172	Closed	-$75K	–	599
2021 Q2	$75K	Buy	14,172 +695	+5%	+$3.6K	0.01%	506
2021 Q1	$68K	Buy	+13,477	New	+$67.1K	0.02%	478
2019 Q3	–	Sell	-11,487	Closed	-$59K	–	741
2019 Q2	$59K	Buy	+11,487	New	+$57K	﹤0.01%	650

Other funds holding HIO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's HIO Position: Q1 2023 in Review

Simplicity Solutions sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2023, closing a stake of 14,252 shares — an estimated $56.3K sold.

Simplicity Solutions first reported a position in HIO in Q2 2019 and held it in 7 quarters. The position peaked at $75K in Q2 2021. 99 funds tracked by Wall St. Rank hold HIO as of Q1 2023.

Simplicity Solutions reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
Simplicity Solutions sold 14,252 Western Asset High Income Opportunity Fund shares in Q1 2023, an estimated $56.3K.
Simplicity Solutions first reported a position in Western Asset High Income Opportunity Fund in Q2 2019 and held it in 7 quarters.
Simplicity Solutions's Western Asset High Income Opportunity Fund position peaked at $75K in Q2 2021.
99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.