TWP
HYI

TFO Wealth Partners’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

TFO Wealth Partners’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
-1,248
Closed -$19K – 136
2021
Q1 		$19K Buy
+1,248
New +$19.1K 0.01% 109

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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

TFO Wealth Partners's HYI Position: Q2 2021 in Review

TFO Wealth Partners sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q2 2021, closing a stake of 1,248 shares — an estimated $19K sold.

TFO Wealth Partners first reported a position in HYI in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2021.

  • TFO Wealth Partners reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 1,248 Western Asset High Yield Opportunity Fund Inc shares in Q2 2021, an estimated $19K.
  • TFO Wealth Partners first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's Western Asset High Yield Opportunity Fund Inc position peaked at $19K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.