SWA
HYI

Sutton Wealth Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Sutton Wealth Advisors’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,032
Closed -$31.4K – 1289
2021
Q1 		$31.4K Hold
2,032
– – 0.01% 534
2020
Q4 		$31.3K Hold
2,032
– – 0.01% 486
2020
Q3 		$28.5K Hold
2,032
– – 0.01% 445
2020
Q2 		$28.4K Hold
2,032
– – 0.01% 437
2020
Q1 		$25.1K Sell
2,032
-1,376
-40% -$20.2K 0.02% 419
2019
Q4 		$53.3K Hold
3,408
– – 0.03% 293
2019
Q3 		$51.7K Hold
3,408
– – 0.03% 295
2019
Q2 		$51K Hold
3,408
– – 0.03% 295
2019
Q1 		$50.3K Buy
+3,408
New +$48.7K 0.03% 294

Other funds holding HYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sutton Wealth Advisors's HYI Position: Q2 2021 in Review

Sutton Wealth Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2021, closing a stake of 2,032 shares — an estimated $31.4K sold.

Sutton Wealth Advisors first reported a position in HYI in Q1 2019 and held it in 9 quarters. The position peaked at $53.3K in Q4 2019. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2021.

  • Sutton Wealth Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2021 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,032 Western Asset High Yield Opportunity Fund Inc shares in Q2 2021, an estimated $31.4K.
  • Sutton Wealth Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2019 and held it in 9 quarters.
  • Sutton Wealth Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $53.3K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2021.

Based on Sutton Wealth Advisors's 13F filing for Q2 2021, filed 7 Nov 2023.