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Virtus Allianzgi Equity & Conv shares owned by Stonebrook Private

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Stonebrook Private from 13F filings

Historical chart of Stonebrook Private investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Stonebrook Private consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Stonebrook Private

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 21k 22.39
2023-12-31 $484k 23k 20.91

More positions owned by Stonebrook Private

Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Eaton Corp SHS (ETN)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)

View all positions for Stonebrook Private

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Wealth Enhancement Advisory Services
Bank of America Corporation
Allspring Global Investments Holdings
Hanson McClain Advisors
Raymond James Financial Services Advisors
Global Assets Advisory
Raymond James & Associates
UBS Group
Schwarz Dygos Wheeler Investment Advisors
Cornerstone Advisors

View all funds holding Virtus Allianzgi Equity & Conv