SWM
HYB

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

Spire Wealth Management’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
2022
Q1 		– Sell
-2,000
Closed -$19K – 2937
2021
Q4 		$19K Hold
2,000
– – ﹤0.01% 2145
2021
Q3 		$19K Hold
2,000
– – ﹤0.01% 1883
2021
Q2 		$18K Hold
2,000
– – ﹤0.01% 1925
2021
Q1 		$18K Buy
+2,000
New +$17.8K ﹤0.01% 2202

Other funds holding HYB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Spire Wealth Management's HYB Position: Q1 2022 in Review

Spire Wealth Management sold out of New America High Income Fund, Inc. (HYB) in Q1 2022, closing a stake of 2,000 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in HYB in Q1 2021 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 55 funds tracked by Wall St. Rank hold HYB as of Q1 2022.

  • Spire Wealth Management reported no remaining New America High Income Fund, Inc. position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,000 New America High Income Fund, Inc. shares in Q1 2022, an estimated $19K.
  • Spire Wealth Management first reported a position in New America High Income Fund, Inc. in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's New America High Income Fund, Inc. position peaked at $19K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.