AFWM
AVK

Abich Financial Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History

Abich Financial Wealth Management’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-308
Closed -$3.58K – 417
2024
Q2 		$3.58K Buy
+308
New +$3.55K ﹤0.01% 382

Other funds holding AVK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Abich Financial Wealth Management's AVK Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Advent Convertible and Income Fund (AVK) in Q3 2024, closing a stake of 308 shares — an estimated $3.58K sold.

Abich Financial Wealth Management first reported a position in AVK in Q2 2024 and held it in 1 quarter. The position peaked at $3.58K in Q2 2024. 91 funds tracked by Wall St. Rank hold AVK as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Advent Convertible and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 308 Advent Convertible and Income Fund shares in Q3 2024, an estimated $3.58K.
  • Abich Financial Wealth Management first reported a position in Advent Convertible and Income Fund in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Advent Convertible and Income Fund position peaked at $3.58K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.