SFA
NCZ

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

Sequoia Financial Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,250
Closed -$40.7K – 1438
2024
Q4 		$40.7K Hold
3,250
– – ﹤0.01% 1321
2024
Q3 		$40.4K Buy
+3,250
New +$38.7K ﹤0.01% 1262

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Cohen & Steers
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PCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of Virtus Convertible & Income Fund II (NCZ) in Q1 2025, closing a stake of 3,250 shares — an estimated $40.7K sold.

Sequoia Financial Advisors first reported a position in NCZ in Q3 2024 and held it in 2 quarters. The position peaked at $40.7K in Q4 2024. 53 funds tracked by Wall St. Rank hold NCZ as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Virtus Convertible & Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,250 Virtus Convertible & Income Fund II shares in Q1 2025, an estimated $40.7K.
  • Sequoia Financial Advisors first reported a position in Virtus Convertible & Income Fund II in Q3 2024 and held it in 2 quarters.
  • Sequoia Financial Advisors's Virtus Convertible & Income Fund II position peaked at $40.7K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q1 2025.

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