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Allianzgi Convertible & Income shares owned by Bp Wealth Management

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by Bp Wealth Management from 13F filings

Historical chart of Bp Wealth Management investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzgi Convertible & Income by Bp Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $74k 22k 3.34
2023-09-30 $69k 22k 3.11
2023-06-30 $77k 22k 3.48
2023-03-31 $74k 22k 3.36
2022-12-31 $93k 27k 3.40
2022-03-31 $196k 39k 5.01
2021-12-31 $98k 17k 5.83
2021-09-30 $760k 128k 5.96
2021-06-30 $706k 115k 6.14
2021-03-31 $228k 40k 5.69
2020-12-31 $130k 22k 5.79

More positions owned by Bp Wealth Management

Applovin Corp Class A (APP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon (AMZN)
Spdr S&p500 Etf Trust Trust Un Etf (SPY)
Vanguard Index Funds S&p 500 E Etf (VOO)
Ishares Trust Core Us Aggbd Et Etf (AGG)
Broadcom (AVGO)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
10x Genomics Inc Cl A (TXG)
iShares Russell Top 200 Growth Etf (IWY)
iShares Core S&P Total U.S. St Etf (ITOT)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)

View all positions for Bp Wealth Management

Top funds holding Allianzgi Convertible & Income

Morgan Stanley
Bank of America Corporation
Pathstone Holdings
Congress Park Capital
Cornerstone Advisors
Ameriprise Financial
WNY Asset Management
LPL Financial
Landscape Capital Management
Park Avenue Securities
Envestnet Asset Management
Shaker Financial Services
Cetera Investment Advisers
Private Advisor
Gridiron Partners

View all funds holding Allianzgi Convertible & Income