GI
CBH

Gradient Investments’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Gradient Investments’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
Q1 		– Sell
-616
Closed -$5.37K – 1887
2023
Q4 		$5.37K Buy
+616
New +$5.3K ﹤0.01% 976

Other funds holding CBH

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's CBH Position: Q1 2024 in Review

Gradient Investments sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q1 2024, closing a stake of 616 shares — an estimated $5.37K sold.

Gradient Investments first reported a position in CBH in Q4 2023 and held it in 1 quarter. The position peaked at $5.37K in Q4 2023. 39 funds tracked by Wall St. Rank hold CBH as of Q1 2024.

  • Gradient Investments reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 616 Virtus Convertible & Income 2024 Target Term Fund shares in Q1 2024, an estimated $5.37K.
  • Gradient Investments first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Virtus Convertible & Income 2024 Target Term Fund position peaked at $5.37K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.