Bessemer Group
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Bessemer Group’s Invesco Municipal Trust VKQ Stock Holding History

Bessemer Group’s Portfolio VKQ Stock Details VKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,008
Closed -$10K – 2707
2024
Q3 		$10K Buy
+1,008
New +$10.2K ﹤0.01% 1687
2023
Q1 		– Sell
-1,378
Closed -$14K – 2085
2022
Q4 		$14K Buy
1,378
+125
+10% +$1.17K ﹤0.01% 1379
2022
Q3 		$11K Buy
1,253
+41
+3% +$417 ﹤0.01% 1532
2022
Q2 		$12K Buy
1,212
+10
+0.8% +$104 ﹤0.01% 1357
2022
Q1 		$14K Buy
+1,202
New +$14.4K ﹤0.01% 1330

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bessemer Group's VKQ Position: Q4 2024 in Review

Bessemer Group sold out of Invesco Municipal Trust (VKQ) in Q4 2024, closing a stake of 1,008 shares — an estimated $10K sold.

Bessemer Group first reported a position in VKQ in Q1 2022 and held it in 5 quarters. The position peaked at $14K in Q4 2022. 99 funds tracked by Wall St. Rank hold VKQ as of Q4 2024.

  • Bessemer Group reported no remaining Invesco Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 1,008 Invesco Municipal Trust shares in Q4 2024, an estimated $10K.
  • Bessemer Group first reported a position in Invesco Municipal Trust in Q1 2022 and held it in 5 quarters.
  • Bessemer Group's Invesco Municipal Trust position peaked at $14K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.