BDO Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

BDO 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
2022 Q1	–	Sell	-546	Closed	-$16K	–	1110
2021 Q4	$16K	Buy	+546	New	+$16.8K	﹤0.01%	658
2021 Q1	–	Sell	-425	Closed	-$12K	–	1230
2020 Q4	$12K	Hold	425	–	–	﹤0.01%	535
2020 Q3	$10K	Hold	425	–	–	﹤0.01%	493
2020 Q2	$10K	Hold	425	–	–	﹤0.01%	501
2020 Q1	$8K	Hold	425	–	–	﹤0.01%	563
2019 Q4	$10K	Hold	425	–	–	﹤0.01%	437
2019 Q3	$9K	Hold	425	–	–	﹤0.01%	462
2019 Q2	$9K	Buy	+425	New	+$9.12K	﹤0.01%	452

Other funds holding NIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

BDO Wealth Advisors's NIE Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2022, closing a stake of 546 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in NIE in Q2 2019 and held it in 8 quarters. The position peaked at $16K in Q4 2021. 78 funds tracked by Wall St. Rank hold NIE as of Q1 2022.

BDO Wealth Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 546 Virtus Equity & Convertible Income Fund shares in Q1 2022, an estimated $16K.
BDO Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q2 2019 and held it in 8 quarters.
BDO Wealth Advisors's Virtus Equity & Convertible Income Fund position peaked at $16K in Q4 2021.
78 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.