WMG Financial Advisors’s BlackRock Corporate High Yield Fund HYT Stock Holding History

WMG Financial Advisors’s Portfolio HYT Stock Details HYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-31,000	Closed	-$271K	–	133
2022 Q4	$271K	Hold	31,000	–	–	0.23%	90
2022 Q3	$268K	Hold	31,000	–	–	0.24%	88
2022 Q2	$298K	Hold	31,000	–	–	0.26%	89
2022 Q1	$336K	Hold	31,000	–	–	0.25%	97
2021 Q4	$381K	Buy	+31,000	New	+$377K	0.3%	89

Other funds holding HYT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WMG Financial Advisors's HYT Position: Q1 2023 in Review

WMG Financial Advisors sold out of BlackRock Corporate High Yield Fund (HYT) in Q1 2023, closing a stake of 31,000 shares — an estimated $271K sold.

WMG Financial Advisors first reported a position in HYT in Q4 2021 and held it in 5 quarters. The position peaked at $381K in Q4 2021. 162 funds tracked by Wall St. Rank hold HYT as of Q1 2023.

WMG Financial Advisors reported no remaining BlackRock Corporate High Yield Fund position as of Q1 2023 after selling out during the quarter.
WMG Financial Advisors sold 31,000 BlackRock Corporate High Yield Fund shares in Q1 2023, an estimated $271K.
WMG Financial Advisors first reported a position in BlackRock Corporate High Yield Fund in Q4 2021 and held it in 5 quarters.
WMG Financial Advisors's BlackRock Corporate High Yield Fund position peaked at $381K in Q4 2021.
162 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.