PSIWM
AVK

Paradigm Strategies in Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History

Paradigm Strategies in Wealth Management’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
2021
Q3 		– Sell
-268
Closed -$5K – 63
2021
Q2 		$5K Buy
+268
New +$4.88K ﹤0.01% 189

Other funds holding AVK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Paradigm Strategies in Wealth Management's AVK Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Advent Convertible and Income Fund (AVK) in Q3 2021, closing a stake of 268 shares — an estimated $5K sold.

Paradigm Strategies in Wealth Management first reported a position in AVK in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 81 funds tracked by Wall St. Rank hold AVK as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Advent Convertible and Income Fund position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 268 Advent Convertible and Income Fund shares in Q3 2021, an estimated $5K.
  • Paradigm Strategies in Wealth Management first reported a position in Advent Convertible and Income Fund in Q2 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Advent Convertible and Income Fund position peaked at $5K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.