Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CNVY holding history

Convey Health Solutions Holdings, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CNVY overview All 13F holders of CNVY Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of CNVY by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−1,616−100.0%	Sold out	Holders
Q1 2022	1,616	$11.0K	<0.1%	−4,233−72.4%	Reduced	Holders
Q4 2021	5,849	$49.0K	<0.1%	+5,849	New	Holders