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Allianzgi Convertible & Income shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzgi Convertible & Income by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $99k 29k 3.37
2023-09-30 $87k 28k 3.11
2023-06-30 $97k 28k 3.48

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding Allianzgi Convertible & Income

Bank of America Corporation
Congress Park Capital
Pathstone Holdings
Cornerstone Advisors
WNY Asset Management
Landscape Capital Management
Park Avenue Securities
Private Advisor
Advisor Group Holdings
Gridiron Partners
Shaker Financial Services
Raymond James & Associates
Robinson Capital Management
Commonwealth Equity Services
Arlington Capital Management

View all funds holding Allianzgi Convertible & Income