SPIA
HYB

Steward Partners Investment Advisory’s New America High Income Fund, Inc. HYB Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-17,296
Closed -$112K – 3596
2023
Q3 		$112K Hold
17,296
– – ﹤0.01% 1527
2023
Q2 		$115K Hold
17,296
– – ﹤0.01% 1521
2023
Q1 		$118K Hold
17,296
– – ﹤0.01% 1514
2022
Q4 		$114K Buy
+17,296
New +$116K ﹤0.01% 1496
2020
Q4 		– Sell
-4,145
Closed -$34K – 3012
2020
Q3 		$34K Buy
+4,145
New +$34K ﹤0.01% 1674

Other funds holding HYB

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Steward Partners Investment Advisory's HYB Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of New America High Income Fund, Inc. (HYB) in Q4 2023, closing a stake of 17,296 shares — an estimated $112K sold.

Steward Partners Investment Advisory first reported a position in HYB in Q3 2020 and held it in 5 quarters. The position peaked at $118K in Q1 2023. 56 funds tracked by Wall St. Rank hold HYB as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining New America High Income Fund, Inc. position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 17,296 New America High Income Fund, Inc. shares in Q4 2023, an estimated $112K.
  • Steward Partners Investment Advisory first reported a position in New America High Income Fund, Inc. in Q3 2020 and held it in 5 quarters.
  • Steward Partners Investment Advisory's New America High Income Fund, Inc. position peaked at $118K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.