SCA
ACV

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

Snowden Capital 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
2022
Q1 		– Sell
-4,678
Closed -$150K – 1039
2021
Q4 		$150K Buy
+4,678
New +$164K 0.01% 728

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Snowden Capital Advisors's ACV Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Virtus Diversified Income & Convertible Fund (ACV) in Q1 2022, closing a stake of 4,678 shares — an estimated $150K sold.

Snowden Capital Advisors first reported a position in ACV in Q4 2021 and held it in 1 quarter. The position peaked at $150K in Q4 2021. 37 funds tracked by Wall St. Rank hold ACV as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Virtus Diversified Income & Convertible Fund position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 4,678 Virtus Diversified Income & Convertible Fund shares in Q1 2022, an estimated $150K.
  • Snowden Capital Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Virtus Diversified Income & Convertible Fund position peaked at $150K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.