GI
AVK

Gradient Investments’s Advent Convertible and Income Fund AVK Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-1,837
Closed -$20.7K – 1775
2023
Q1 		$20.7K Buy
+1,837
New +$21.6K ﹤0.01% 673
2020
Q3 		– Sell
-256
Closed -$3K – 1135
2020
Q2 		$3K Hold
256
– – ﹤0.01% 815
2020
Q1 		$3K Buy
+256
New +$3.56K ﹤0.01% 837

Other funds holding AVK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Gradient Investments's AVK Position: Q2 2023 in Review

Gradient Investments sold out of Advent Convertible and Income Fund (AVK) in Q2 2023, closing a stake of 1,837 shares — an estimated $20.7K sold.

Gradient Investments first reported a position in AVK in Q1 2020 and held it in 3 quarters. The position peaked at $20.7K in Q1 2023. 87 funds tracked by Wall St. Rank hold AVK as of Q2 2023.

  • Gradient Investments reported no remaining Advent Convertible and Income Fund position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 1,837 Advent Convertible and Income Fund shares in Q2 2023, an estimated $20.7K.
  • Gradient Investments first reported a position in Advent Convertible and Income Fund in Q1 2020 and held it in 3 quarters.
  • Gradient Investments's Advent Convertible and Income Fund position peaked at $20.7K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.