Foresight Wealth Management
VVR icon

Foresight Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

Foresight Wealth Management’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
2022
Q4 		– Sell
-25,214
Closed -$94K – 108
2022
Q3 		$94K Buy
25,214
+460
+2% +$1.76K 0.02% 108
2022
Q2 		$96K Sell
24,754
-1,262
-5% -$5.07K 0.02% 112
2022
Q1 		$111K Buy
26,016
+5,915
+29% +$25.7K 0.02% 115
2021
Q4 		$87K Buy
+20,101
New +$89.3K ﹤0.01% 123

Other funds holding VVR

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Oaktree Capital Management
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Oak Hill Advisors
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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Foresight Wealth Management's VVR Position: Q4 2022 in Review

Foresight Wealth Management sold out of Invesco Senior Income Trust (VVR) in Q4 2022, closing a stake of 25,214 shares — an estimated $94K sold.

Foresight Wealth Management first reported a position in VVR in Q4 2021 and held it in 4 quarters. The position peaked at $111K in Q1 2022. 143 funds tracked by Wall St. Rank hold VVR as of Q4 2022.

  • Foresight Wealth Management reported no remaining Invesco Senior Income Trust position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 25,214 Invesco Senior Income Trust shares in Q4 2022, an estimated $94K.
  • Foresight Wealth Management first reported a position in Invesco Senior Income Trust in Q4 2021 and held it in 4 quarters.
  • Foresight Wealth Management's Invesco Senior Income Trust position peaked at $111K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.