AIP
NCZ

Ahrens Investment Partners’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Ahrens Investment Partners’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$10K – 1087
2021
Q4 		$10K Buy
+500
New +$10.5K ﹤0.01% 749

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HBCM
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SIA
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Royal Bank of Canada
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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
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Ahrens Investment Partners's NCZ Position: Q1 2022 in Review

Ahrens Investment Partners sold out of Virtus Convertible & Income Fund II (NCZ) in Q1 2022, closing a stake of 500 shares — an estimated $10K sold.

Ahrens Investment Partners first reported a position in NCZ in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 62 funds tracked by Wall St. Rank hold NCZ as of Q1 2022.

  • Ahrens Investment Partners reported no remaining Virtus Convertible & Income Fund II position as of Q1 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 500 Virtus Convertible & Income Fund II shares in Q1 2022, an estimated $10K.
  • Ahrens Investment Partners first reported a position in Virtus Convertible & Income Fund II in Q4 2021 and held it in 1 quarter.
  • Ahrens Investment Partners's Virtus Convertible & Income Fund II position peaked at $10K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q1 2022.

Based on Ahrens Investment Partners's 13F filing for Q1 2022, filed 28 Apr 2022.