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Atwood & Palmer’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Atwood & Palmer’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,052
Closed -$19.5K – 391
2022
Q4 		$19.5K Buy
+2,052
New +$19K ﹤0.01% 285

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atwood & Palmer's VCV Position: Q1 2023 in Review

Atwood & Palmer sold out of Invesco California Value Municipal Income Trust (VCV) in Q1 2023, closing a stake of 2,052 shares — an estimated $19.5K sold.

Atwood & Palmer first reported a position in VCV in Q4 2022 and held it in 1 quarter. The position peaked at $19.5K in Q4 2022. 50 funds tracked by Wall St. Rank hold VCV as of Q1 2023.

  • Atwood & Palmer reported no remaining Invesco California Value Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 2,052 Invesco California Value Municipal Income Trust shares in Q1 2023, an estimated $19.5K.
  • Atwood & Palmer first reported a position in Invesco California Value Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • Atwood & Palmer's Invesco California Value Municipal Income Trust position peaked at $19.5K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.