WWM
PHT

Western Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Western Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,080
Closed -$126K – 844
2021
Q4 		$126K Buy
+13,080
New +$129K 0.01% 589

Other funds holding PHT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Western Wealth Management's PHT Position: Q1 2022 in Review

Western Wealth Management sold out of Pioneer High Income Fund (PHT) in Q1 2022, closing a stake of 13,080 shares — an estimated $126K sold.

Western Wealth Management first reported a position in PHT in Q4 2021 and held it in 1 quarter. The position peaked at $126K in Q4 2021. 52 funds tracked by Wall St. Rank hold PHT as of Q1 2022.

  • Western Wealth Management reported no remaining Pioneer High Income Fund position as of Q1 2022 after selling out during the quarter.
  • Western Wealth Management sold 13,080 Pioneer High Income Fund shares in Q1 2022, an estimated $126K.
  • Western Wealth Management first reported a position in Pioneer High Income Fund in Q4 2021 and held it in 1 quarter.
  • Western Wealth Management's Pioneer High Income Fund position peaked at $126K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q1 2022.

Based on Western Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.