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DHJJ Financial Advisors’s Invesco Senior Income Trust VVR Stock Holding History

DHJJ Financial Advisors’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
Q1 		– Sell
-1,233
Closed -$5.06K – 820
2023
Q4 		$5.06K Hold
1,233
– – ﹤0.01% 489
2023
Q3 		$4.83K Buy
+1,233
New +$4.79K ﹤0.01% 493

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DHJJ Financial Advisors's VVR Position: Q1 2024 in Review

DHJJ Financial Advisors sold out of Invesco Senior Income Trust (VVR) in Q1 2024, closing a stake of 1,233 shares — an estimated $5.06K sold.

DHJJ Financial Advisors first reported a position in VVR in Q3 2023 and held it in 2 quarters. The position peaked at $5.06K in Q4 2023. 134 funds tracked by Wall St. Rank hold VVR as of Q1 2024.

  • DHJJ Financial Advisors reported no remaining Invesco Senior Income Trust position as of Q1 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 1,233 Invesco Senior Income Trust shares in Q1 2024, an estimated $5.06K.
  • DHJJ Financial Advisors first reported a position in Invesco Senior Income Trust in Q3 2023 and held it in 2 quarters.
  • DHJJ Financial Advisors's Invesco Senior Income Trust position peaked at $5.06K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2024.

Based on DHJJ Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.