TLFA
HYI

True Link Financial Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

True Link Financial 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
2022
Q1 		– Sell
-1,644
Closed -$26K – 190
2021
Q4 		$26K Sell
1,644
-132
-7% -$2.06K ﹤0.01% 535
2021
Q3 		$28K Buy
+1,776
New +$27.9K ﹤0.01% 526

Other funds holding HYI

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

True Link Financial Advisors's HYI Position: Q1 2022 in Review

True Link Financial Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2022, closing a stake of 1,644 shares — an estimated $26K sold.

True Link Financial Advisors first reported a position in HYI in Q3 2021 and held it in 2 quarters. The position peaked at $28K in Q3 2021. 52 funds tracked by Wall St. Rank hold HYI as of Q1 2022.

  • True Link Financial Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 1,644 Western Asset High Yield Opportunity Fund Inc shares in Q1 2022, an estimated $26K.
  • True Link Financial Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2021 and held it in 2 quarters.
  • True Link Financial Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $28K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.