FFA
AVK

Founders Financial Alliance’s Advent Convertible and Income Fund AVK Stock Holding History

Founders Financial Alliance’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-712
Closed -$10K – 490
2020
Q3 		$10K Buy
+712
New +$9.63K 0.01% 756

Other funds holding AVK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's AVK Position: Q4 2020 in Review

Founders Financial Alliance sold out of Advent Convertible and Income Fund (AVK) in Q4 2020, closing a stake of 712 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in AVK in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 82 funds tracked by Wall St. Rank hold AVK as of Q4 2020.

  • Founders Financial Alliance reported no remaining Advent Convertible and Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 712 Advent Convertible and Income Fund shares in Q4 2020, an estimated $10K.
  • Founders Financial Alliance first reported a position in Advent Convertible and Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Advent Convertible and Income Fund position peaked at $10K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.