BRWA
NIE

B. Riley Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

B. Riley Wealth Advisors’s Portfolio NIE Stock Details NIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.16M Buy
46,937
+985
+2% +$23.5K 0.04% 407
2024
Q3 		$1.06M Sell
45,952
-34,914
-43% -$791K 0.03% 482
2024
Q2 		$1.88M Buy
80,866
+6,128
+8% +$137K 0.05% 359
2024
Q1 		$1.49M Sell
74,738
-3,574
-5% -$77.5K 0.04% 422
2023
Q4 		$1.64M Buy
78,312
+3,574
+5% +$72.4K 0.04% 403
2023
Q3 		$1.49M Sell
74,738
-6,083
-8% -$128K 0.04% 422
2023
Q2 		$1.71M Buy
80,821
+12,578
+18% +$252K 0.04% 413
2023
Q1 		$1.34M Buy
68,243
+21,339
+45% +$418K 0.04% 454
2022
Q4 		$936K Buy
46,904
+20,614
+78% +$428K 0.03% 559
2022
Q3 		$534K Buy
26,290
+3,760
+17% +$83.5K 0.02% 729
2022
Q2 		$468K Buy
22,530
+2,081
+10% +$48.4K 0.02% 683
2022
Q1 		$555K Sell
20,449
-1,299
-6% -$35K 0.02% 700
2021
Q4 		$656K Buy
21,748
+1,438
+7% +$44.2K 0.02% 686
2021
Q3 		$599K Buy
20,310
+1,685
+9% +$51.2K 0.02% 702
2021
Q2 		$564K Buy
18,625
+19
+0.1% +$552 0.02% 713
2021
Q1 		$522K Buy
18,606
+1,872
+11% +$53.2K 0.02% 715
2020
Q4 		$474K Buy
+16,734
New +$442K 0.03% 553

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's NIE Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Virtus Equity & Convertible Income Fund (NIE) stake by 2.1% in Q4 2024, buying an estimated $23.5K and bringing the position to 46,937 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #407.

B. Riley Wealth Advisors first reported a position in NIE in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.88M in Q2 2024. 84 funds tracked by Wall St. Rank hold NIE as of Q4 2024.

  • B. Riley Wealth Advisors held 46,937 shares of Virtus Equity & Convertible Income Fund worth $1.16M as of Q4 2024.
  • B. Riley Wealth Advisors bought 985 Virtus Equity & Convertible Income Fund shares in Q4 2024, an estimated $23.5K.
  • Virtus Equity & Convertible Income Fund made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #407 holding.
  • B. Riley Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q4 2020 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's Virtus Equity & Convertible Income Fund position peaked at $1.88M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.