TWA
HIO

TCI Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-681
Closed -$2.6K – 1071
2023
Q1 		$2.6K Buy
+681
New +$2.71K ﹤0.01% 1905

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's HIO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2023, closing a stake of 681 shares — an estimated $2.6K sold.

TCI Wealth Advisors first reported a position in HIO in Q1 2023 and held it in 1 quarter. The position peaked at $2.6K in Q1 2023. 106 funds tracked by Wall St. Rank hold HIO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 681 Western Asset High Income Opportunity Fund shares in Q2 2023, an estimated $2.6K.
  • TCI Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $2.6K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.