WWP
HYI

WR Wealth Planners’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

WR Wealth Planners’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
2023
Q3 		– Sell
-214
Closed -$2.52K – 928
2023
Q2 		$2.52K Hold
214
– – ﹤0.01% 750
2023
Q1 		$2.56K Buy
+214
New +$2.63K ﹤0.01% 753

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

WR Wealth Planners's HYI Position: Q3 2023 in Review

WR Wealth Planners sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2023, closing a stake of 214 shares — an estimated $2.52K sold.

WR Wealth Planners first reported a position in HYI in Q1 2023 and held it in 2 quarters. The position peaked at $2.56K in Q1 2023. 52 funds tracked by Wall St. Rank hold HYI as of Q3 2023.

  • WR Wealth Planners reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 214 Western Asset High Yield Opportunity Fund Inc shares in Q3 2023, an estimated $2.52K.
  • WR Wealth Planners first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2023 and held it in 2 quarters.
  • WR Wealth Planners's Western Asset High Yield Opportunity Fund Inc position peaked at $2.56K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.