BWA
VGI

BDO Wealth Advisors’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

BDO Wealth Advisors’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,200
Closed -$108K – 1153
2021
Q3 		$108K Hold
9,200
– – 0.01% 348
2021
Q2 		$110K Buy
9,200
+200
+2% +$2.42K 0.01% 357
2021
Q1 		$107K Buy
9,000
+900
+11% +$10.7K 0.01% 352
2020
Q4 		$98K Buy
+8,100
New +$91.7K 0.01% 292

Other funds holding VGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BDO Wealth Advisors's VGI Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q4 2021, closing a stake of 9,200 shares — an estimated $108K sold.

BDO Wealth Advisors first reported a position in VGI in Q4 2020 and held it in 4 quarters. The position peaked at $110K in Q2 2021. 28 funds tracked by Wall St. Rank hold VGI as of Q4 2021.

  • BDO Wealth Advisors reported no remaining Virtus Global Multi-Sector Income Fund position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 9,200 Virtus Global Multi-Sector Income Fund shares in Q4 2021, an estimated $108K.
  • BDO Wealth Advisors first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Virtus Global Multi-Sector Income Fund position peaked at $110K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.