Koshinski Asset Management
CBH

Koshinski Asset Management’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-1,000
Closed -$9.34K – 2048
2022
Q1 		$9.34K Hold
1,000
– – ﹤0.01% 1634
2021
Q4 		$9.87K Hold
1,000
– – ﹤0.01% 1639
2021
Q3 		$10.3K Buy
+1,000
New +$10.4K ﹤0.01% 1651

Other funds holding CBH

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management's CBH Position: Q2 2022 in Review

Koshinski Asset Management sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q2 2022, closing a stake of 1,000 shares — an estimated $9.34K sold.

Koshinski Asset Management first reported a position in CBH in Q3 2021 and held it in 3 quarters. The position peaked at $10.3K in Q3 2021. 28 funds tracked by Wall St. Rank hold CBH as of Q2 2022.

  • Koshinski Asset Management reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,000 Virtus Convertible & Income 2024 Target Term Fund shares in Q2 2022, an estimated $9.34K.
  • Koshinski Asset Management first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Virtus Convertible & Income 2024 Target Term Fund position peaked at $10.3K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.