IA
ACV

IFP Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

IFP Advisors’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-473
Closed -$16K – 3369
2021
Q3 		$16K Hold
473
– – ﹤0.01% 2078
2021
Q2 		$16K Hold
473
– – ﹤0.01% 2023
2021
Q1 		$15K Buy
+473
New +$15.7K ﹤0.01% 1958

Other funds holding ACV

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFP Advisors's ACV Position: Q4 2021 in Review

IFP Advisors sold out of Virtus Diversified Income & Convertible Fund (ACV) in Q4 2021, closing a stake of 473 shares — an estimated $16K sold.

IFP Advisors first reported a position in ACV in Q1 2021 and held it in 3 quarters. The position peaked at $16K in Q3 2021. 40 funds tracked by Wall St. Rank hold ACV as of Q4 2021.

  • IFP Advisors reported no remaining Virtus Diversified Income & Convertible Fund position as of Q4 2021 after selling out during the quarter.
  • IFP Advisors sold 473 Virtus Diversified Income & Convertible Fund shares in Q4 2021, an estimated $16K.
  • IFP Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q1 2021 and held it in 3 quarters.
  • IFP Advisors's Virtus Diversified Income & Convertible Fund position peaked at $16K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.