BHPW
CBH

Beverly Hills Private Wealth’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Beverly Hills Private Wealth’s Portfolio CBH Stock Details CBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-260,935
Closed -$2.35M – 369
2024
Q2 		$2.35M Buy
260,935
+180,438
+224% +$1.61M 0.51% 49
2024
Q1 		$709K Buy
+80,497
New +$706K 0.16% 140

Beverly Hills Private Wealth's CBH Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q3 2024, closing a stake of 260,935 shares — an estimated $2.35M sold.

Beverly Hills Private Wealth first reported a position in CBH in Q1 2024 and held it in 2 quarters. The position peaked at $2.35M in Q2 2024. 0 funds tracked by Wall St. Rank hold CBH as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 260,935 Virtus Convertible & Income 2024 Target Term Fund shares in Q3 2024, an estimated $2.35M.
  • Beverly Hills Private Wealth first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q1 2024 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Virtus Convertible & Income 2024 Target Term Fund position peaked at $2.35M in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.