SFS
HYB

Sowell Financial Services’s New America High Income Fund, Inc. HYB Stock Holding History

Sowell Financial Services’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
-10,874
Closed -$74K – 853
2023
Q1 		$74K Buy
+10,874
New +$74.1K 0.01% 739

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RJFSA
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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

Sowell Financial Services's HYB Position: Q2 2023 in Review

Sowell Financial Services sold out of New America High Income Fund, Inc. (HYB) in Q2 2023, closing a stake of 10,874 shares — an estimated $74K sold.

Sowell Financial Services first reported a position in HYB in Q1 2023 and held it in 1 quarter. The position peaked at $74K in Q1 2023. 58 funds tracked by Wall St. Rank hold HYB as of Q2 2023.

  • Sowell Financial Services reported no remaining New America High Income Fund, Inc. position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 10,874 New America High Income Fund, Inc. shares in Q2 2023, an estimated $74K.
  • Sowell Financial Services first reported a position in New America High Income Fund, Inc. in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's New America High Income Fund, Inc. position peaked at $74K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.