CIBC Private Wealth Group
VVR icon

CIBC Private Wealth Group’s Invesco Senior Income Trust VVR Stock Holding History

CIBC Private Wealth Group’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,375
Closed -$5.91K – 3305
2024
Q2 		$5.91K Buy
+1,375
New +$5.9K ﹤0.01% 2466

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIBC Private Wealth Group's VVR Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Invesco Senior Income Trust (VVR) in Q3 2024, closing a stake of 1,375 shares — an estimated $5.91K sold.

CIBC Private Wealth Group first reported a position in VVR in Q2 2024 and held it in 1 quarter. The position peaked at $5.91K in Q2 2024. 123 funds tracked by Wall St. Rank hold VVR as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Invesco Senior Income Trust position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,375 Invesco Senior Income Trust shares in Q3 2024, an estimated $5.91K.
  • CIBC Private Wealth Group first reported a position in Invesco Senior Income Trust in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Invesco Senior Income Trust position peaked at $5.91K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.