FFG
NCV

Ford Financial Group’s Virtus Convertible & Income Fund NCV Stock Holding History

Ford Financial Group’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,407
Closed -$32 – 359
2021
Q4 		$32 Buy
+1,407
New +$33.8K 0.01% 256
2021
Q3 		– Sell
-1,349
Closed -$33K – 380
2021
Q2 		$33K Buy
+1,349
New +$31.4K 0.01% 247

Other funds holding NCV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ford Financial Group's NCV Position: Q1 2022 in Review

Ford Financial Group sold out of Virtus Convertible & Income Fund (NCV) in Q1 2022, closing a stake of 1,407 shares — an estimated $32 sold.

Ford Financial Group first reported a position in NCV in Q2 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 82 funds tracked by Wall St. Rank hold NCV as of Q1 2022.

  • Ford Financial Group reported no remaining Virtus Convertible & Income Fund position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,407 Virtus Convertible & Income Fund shares in Q1 2022, an estimated $32.
  • Ford Financial Group first reported a position in Virtus Convertible & Income Fund in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's Virtus Convertible & Income Fund position peaked at $33K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.