Fidelity Investments
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Fidelity Investments’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Fidelity Investments’s Portfolio VMO Stock Details VMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$10 – 5827
2024
Q3 		$10 Hold
1
– – ﹤0.01% 5432
2024
Q2 		$10 Sell
1
-3,092
-100% -$29.8K ﹤0.01% 5289
2024
Q1 		$30.1K Buy
+3,093
New +$29.7K ﹤0.01% 3829
2023
Q2 		– Sell
-1
Closed -$10 – 5605
2023
Q1 		$10 Buy
+1
New +$10 ﹤0.01% 5178
2022
Q4 		– Sell
-1
Closed – – 5607
2022
Q3 		$0 Buy
+1
New +$10 ﹤0.01% 5442
2022
Q2 		– Sell
-1
Closed – – 5520
2022
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 5522
2021
Q1 		– Sell
-1
Closed – – 4578
2020
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 4317
2019
Q1 		– Sell
-1
Closed – – 4256
2018
Q4 		$0 Buy
+1
New +$11 ﹤0.01% 4215

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments's VMO Position: Q4 2024 in Review

Fidelity Investments sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2024, closing a stake of 1 share — an estimated $10 sold.

Fidelity Investments first reported a position in VMO in Q4 2018 and held it in 8 quarters. The position peaked at $30.1K in Q1 2024. 116 funds tracked by Wall St. Rank hold VMO as of Q4 2024.

  • Fidelity Investments reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco Municipal Opportunity Trust share in Q4 2024, an estimated $10.
  • Fidelity Investments first reported a position in Invesco Municipal Opportunity Trust in Q4 2018 and held it in 8 quarters.
  • Fidelity Investments's Invesco Municipal Opportunity Trust position peaked at $30.1K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.