SAM
HIO

Synergy Asset Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-2,467
Closed -$9.99K – 391
2024
Q4 		$9.99K Buy
+2,467
New +$9.8K ﹤0.01% 471

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Synergy Asset Management's HIO Position: Q1 2025 in Review

Synergy Asset Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2025, closing a stake of 2,467 shares — an estimated $9.99K sold.

Synergy Asset Management first reported a position in HIO in Q4 2024 and held it in 1 quarter. The position peaked at $9.99K in Q4 2024. 97 funds tracked by Wall St. Rank hold HIO as of Q1 2025.

  • Synergy Asset Management reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,467 Western Asset High Income Opportunity Fund shares in Q1 2025, an estimated $9.99K.
  • Synergy Asset Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Western Asset High Income Opportunity Fund position peaked at $9.99K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.