SFA
NCV

Sequoia Financial Advisors’s Virtus Convertible & Income Fund NCV Stock Holding History

Sequoia Financial Advisors’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$34.7K – 1437
2024
Q4 		$34.7K Hold
2,500
– – ﹤0.01% 1326
2024
Q3 		$35K Buy
+2,500
New +$34K ﹤0.01% 1271
2020
Q2 		– Sell
-10,077
Closed -$151K – 390
2020
Q1 		$151K Buy
+10,077
New +$212K 0.01% 337

Other funds holding NCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM

Sequoia Financial Advisors's NCV Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Virtus Convertible & Income Fund (NCV) in Q1 2025, closing a stake of 2,500 shares — an estimated $34.7K sold.

Sequoia Financial Advisors first reported a position in NCV in Q1 2020 and held it in 3 quarters. The position peaked at $151K in Q1 2020. 56 funds tracked by Wall St. Rank hold NCV as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Virtus Convertible & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,500 Virtus Convertible & Income Fund shares in Q1 2025, an estimated $34.7K.
  • Sequoia Financial Advisors first reported a position in Virtus Convertible & Income Fund in Q1 2020 and held it in 3 quarters.
  • Sequoia Financial Advisors's Virtus Convertible & Income Fund position peaked at $151K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.