GI
VGI

Gradient Investments’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Gradient Investments’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-98
Closed -$1K – 1666
2022
Q3 		$1K Buy
+98
New +$816 ﹤0.01% 1304
2022
Q1 		– Sell
-1,800
Closed -$20K – 1349
2021
Q4 		$20K Buy
+1,800
New +$21K ﹤0.01% 663

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Gradient Investments's VGI Position: Q4 2022 in Review

Gradient Investments sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q4 2022, closing a stake of 98 shares — an estimated $1K sold.

Gradient Investments first reported a position in VGI in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 28 funds tracked by Wall St. Rank hold VGI as of Q4 2022.

  • Gradient Investments reported no remaining Virtus Global Multi-Sector Income Fund position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 98 Virtus Global Multi-Sector Income Fund shares in Q4 2022, an estimated $1K.
  • Gradient Investments first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2021 and held it in 2 quarters.
  • Gradient Investments's Virtus Global Multi-Sector Income Fund position peaked at $20K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.