CIBC Private Wealth Group
VCV icon

CIBC Private Wealth Group’s Invesco California Value Municipal Income Trust VCV Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-807
Closed -$8.79K – 3199
2024
Q3 		$8.79K Hold
807
– – ﹤0.01% 2440
2024
Q2 		$8.46K Buy
+807
New +$7.99K ﹤0.01% 2343

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's VCV Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Invesco California Value Municipal Income Trust (VCV) in Q4 2024, closing a stake of 807 shares — an estimated $8.79K sold.

CIBC Private Wealth Group first reported a position in VCV in Q2 2024 and held it in 2 quarters. The position peaked at $8.79K in Q3 2024. 53 funds tracked by Wall St. Rank hold VCV as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Invesco California Value Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 807 Invesco California Value Municipal Income Trust shares in Q4 2024, an estimated $8.79K.
  • CIBC Private Wealth Group first reported a position in Invesco California Value Municipal Income Trust in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Invesco California Value Municipal Income Trust position peaked at $8.79K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.