CAM
AVK

Cresset Asset Management’s Advent Convertible and Income Fund AVK Stock Holding History

Cresset Asset Management’s Portfolio AVK Stock Details AVK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$238K Sell
2023
Q2 		$633K Buy
2023
Q1 		$253K Buy
2022
Q4 		$178K Buy
2022
Q3 		$130K Sell
2022
Q2 		$545K Buy