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Carmichael Hill & Associates’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Carmichael Hill & Associates’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-234
Closed -$2K – 847
2022
Q3 		$2K Buy
+234
New +$2.45K ﹤0.01% 752

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carmichael Hill & Associates's VGM Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Invesco Trust Investment Grade Municipals (VGM) in Q4 2022, closing a stake of 234 shares — an estimated $2K sold.

Carmichael Hill & Associates first reported a position in VGM in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 96 funds tracked by Wall St. Rank hold VGM as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Invesco Trust Investment Grade Municipals position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 234 Invesco Trust Investment Grade Municipals shares in Q4 2022, an estimated $2K.
  • Carmichael Hill & Associates first reported a position in Invesco Trust Investment Grade Municipals in Q3 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's Invesco Trust Investment Grade Municipals position peaked at $2K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.