NIE VIRTUS ALLIANZGI EQUITY & CO

Ownership history in Advisory Services Network, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in VIRTUS ALLIANZGI EQUITY & CO (NIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2021 Q1)
Avg. % of fund
0.01%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 165 -1,031 -86.2% 0.00% $4K $23.62
2023 Q4 REDUCED 1,196 -16,058 -93.1% 0.00% $25K $16.92
2023 Q3 REDUCED 17,254 -1,516 -8.1% 0.01% $343K $15.70
2023 Q2 ADDED 18,770 +490 +2.7% 0.01% $397K $16.30
2023 Q1 ADDED 18,280 +1,656 +10.0% 0.01% $359K $14.77
2022 Q4 ADDED 16,624 +143 +0.9% 0.01% $303K $13.35
2022 Q3 ADDED 16,481 +247 +1.5% 0.01% $335K $13.10
2022 Q2 REDUCED 16,234 -646 -3.8% 0.01% $337K $13.09
2022 Q1 ADDED 16,880 +577 +3.5% 0.01% $458K $16.74
2021 Q4 REDUCED 16,303 -69 -0.4% 0.01% $491K $18.22
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% of Fund (quarterly)    NIE price (monthly, adj. close)
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