TWA
ACV

TCI Wealth Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-60
Closed -$1.16K – 227
2023
Q1 		$1.16K Hold
60
– – ﹤0.01% 2086
2022
Q4 		$1.11K Hold
60
– – ﹤0.01% 2098
2022
Q3 		$1K Buy
+60
New +$1.28K ﹤0.01% 2018

Other funds holding ACV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TCI Wealth Advisors's ACV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Virtus Diversified Income & Convertible Fund (ACV) in Q2 2023, closing a stake of 60 shares — an estimated $1.16K sold.

TCI Wealth Advisors first reported a position in ACV in Q3 2022 and held it in 3 quarters. The position peaked at $1.16K in Q1 2023. 27 funds tracked by Wall St. Rank hold ACV as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Virtus Diversified Income & Convertible Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 60 Virtus Diversified Income & Convertible Fund shares in Q2 2023, an estimated $1.16K.
  • TCI Wealth Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Virtus Diversified Income & Convertible Fund position peaked at $1.16K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.