Atticus Wealth Management’s Advent Convertible and Income Fund Rights AVK.RT Stock Holding History

Atticus Wealth Management’s Portfolio AVK.RT Stock Details AVK.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-837	Closed	-$17	–	545
2024 Q3	$17	Buy	+837	New	+$47	﹤0.01%	521

Atticus Wealth Management's AVK.RT Position: Q4 2024 in Review

Atticus Wealth Management sold out of Advent Convertible and Income Fund Rights (AVK.RT) in Q4 2024, closing a stake of 837 shares — an estimated $17 sold.

Atticus Wealth Management first reported a position in AVK.RT in Q3 2024 and held it in 1 quarter. The position peaked at $17 in Q3 2024. 0 funds tracked by Wall St. Rank hold AVK.RT as of Q4 2024.

Atticus Wealth Management reported no remaining Advent Convertible and Income Fund Rights position as of Q4 2024 after selling out during the quarter.
Atticus Wealth Management sold 837 Advent Convertible and Income Fund Rights shares in Q4 2024, an estimated $17.
Atticus Wealth Management first reported a position in Advent Convertible and Income Fund Rights in Q3 2024 and held it in 1 quarter.
Atticus Wealth Management's Advent Convertible and Income Fund Rights position peaked at $17 in Q3 2024.
0 funds tracked by Wall St. Rank held Advent Convertible and Income Fund Rights as of Q4 2024.

Based on Atticus Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.