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Fort Point Capital Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Fort Point Capital Partners’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
Q3 		– Sell
-118,702
Closed -$1.2M – 343
2024
Q2 		$1.2M Buy
118,702
+13,641
+13% +$131K 0.15% 102
2024
Q1 		$1.02M Buy
105,061
+63,631
+154% +$611K 0.14% 118
2023
Q4 		$398K Buy
+41,430
New +$363K 0.06% 202

Other funds holding VMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fort Point Capital Partners's VMO Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2024, closing a stake of 118,702 shares — an estimated $1.2M sold.

Fort Point Capital Partners first reported a position in VMO in Q4 2023 and held it in 3 quarters. The position peaked at $1.2M in Q2 2024. 118 funds tracked by Wall St. Rank hold VMO as of Q3 2024.

  • Fort Point Capital Partners reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 118,702 Invesco Municipal Opportunity Trust shares in Q3 2024, an estimated $1.2M.
  • Fort Point Capital Partners first reported a position in Invesco Municipal Opportunity Trust in Q4 2023 and held it in 3 quarters.
  • Fort Point Capital Partners's Invesco Municipal Opportunity Trust position peaked at $1.2M in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.