B. Riley Wealth Advisors’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,373
| Closed | -$139K | – | 1454 |
|
|
2024
Q2 | $139K | Sell |
15,373
-2,301
| -13% | -$20.5K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $156K | Buy |
+17,674
| New | +$155K | ﹤0.01% | 1309 |
|
|
2023
Q4 | – | Sell |
-17,674
| Closed | -$156K | – | 1526 |
|
|
2023
Q3 | $156K | Sell |
17,674
-3,700
| -17% | -$32.2K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $185K | Sell |
21,374
-500
| -2% | -$4.29K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $190K | Sell |
21,874
-12,006
| -35% | -$106K | 0.01% | 1313 |
|
|
2022
Q4 | $297K | Sell |
33,880
-1,190
| -3% | -$10.2K | 0.01% | 1051 |
|
|
2022
Q3 | $297K | Buy |
35,070
+1,228
| +4% | +$10.9K | 0.01% | 1006 |
|
|
2022
Q2 | $292K | Buy |
33,842
+1,094
| +3% | +$9.88K | 0.01% | 893 |
|
|
2022
Q1 | $306K | Sell |
32,748
-210
| -0.6% | -$2.02K | 0.01% | 996 |
|
|
2021
Q4 | $326K | Buy |
32,958
+1,230
| +4% | +$12.7K | 0.01% | 1025 |
|
|
2021
Q3 | $328K | Buy |
31,728
+805
| +3% | +$8.36K | 0.01% | 993 |
|
|
2021
Q2 | $323K | Buy |
30,923
+10,423
| +51% | +$108K | 0.01% | 986 |
|
|
2021
Q1 | $213K | Buy |
+20,500
| New | +$207K | 0.01% | 1165 |
|
B. Riley Wealth Advisors's CBH Position: Q3 2024 in Review
B. Riley Wealth Advisors sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q3 2024, closing a stake of 15,373 shares — an estimated $139K sold.
B. Riley Wealth Advisors first reported a position in CBH in Q1 2021 and held it in 13 quarters. The position peaked at $328K in Q3 2021. 0 funds tracked by Wall St. Rank hold CBH as of Q3 2024.
- B. Riley Wealth Advisors reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q3 2024 after selling out during the quarter.
- B. Riley Wealth Advisors sold 15,373 Virtus Convertible & Income 2024 Target Term Fund shares in Q3 2024, an estimated $139K.
- B. Riley Wealth Advisors first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q1 2021 and held it in 13 quarters.
- B. Riley Wealth Advisors's Virtus Convertible & Income 2024 Target Term Fund position peaked at $328K in Q3 2021.
- 0 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q3 2024.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.