Sound View Wealth Advisors Group’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Sound View Wealth Advisors Group’s Portfolio NIE Stock Details NIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,099	Closed	-$214K	–	295
2021 Q4	$214K	Hold	7,099	–	–	0.04%	276
2021 Q3	$209K	Hold	7,099	–	–	0.04%	277
2021 Q2	$215K	Buy	+7,099	New	+$206K	0.05%	269
2021 Q1	–	Sell	-7,099	Closed	-$201K	–	272
2020 Q4	$201K	Buy	+7,099	New	+$188K	0.05%	246

Other funds holding NIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Sound View Wealth Advisors Group's NIE Position: Q1 2022 in Review

Sound View Wealth Advisors Group sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2022, closing a stake of 7,099 shares — an estimated $214K sold.

Sound View Wealth Advisors Group first reported a position in NIE in Q4 2020 and held it in 4 quarters. The position peaked at $215K in Q2 2021. 78 funds tracked by Wall St. Rank hold NIE as of Q1 2022.

Sound View Wealth Advisors Group reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2022 after selling out during the quarter.
Sound View Wealth Advisors Group sold 7,099 Virtus Equity & Convertible Income Fund shares in Q1 2022, an estimated $214K.
Sound View Wealth Advisors Group first reported a position in Virtus Equity & Convertible Income Fund in Q4 2020 and held it in 4 quarters.
Sound View Wealth Advisors Group's Virtus Equity & Convertible Income Fund position peaked at $215K in Q2 2021.
78 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.