LNWWM
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Laird Norton Wetherby Wealth Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,347
Closed -$112K – 983
2023
Q4 		$112K Buy
+11,347
New +$103K 0.01% 888
2017
Q3 		– Sell
-11,082
Closed -$149K – 644
2017
Q2 		$149K Sell
11,082
-3,573
-24% -$47.2K 0.03% 546
2017
Q1 		$190K Buy
+14,655
New +$190K 0.03% 532
2016
Q3 		– Sell
-10,202
Closed -$152K – 534
2016
Q2 		$152K Buy
+10,202
New +$147K 0.03% 486

Other funds holding VGM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VGM Position: Q1 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2024, closing a stake of 11,347 shares — an estimated $112K sold.

Laird Norton Wetherby Wealth Management first reported a position in VGM in Q2 2016 and held it in 4 quarters. The position peaked at $190K in Q1 2017. 100 funds tracked by Wall St. Rank hold VGM as of Q1 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,347 Invesco Trust Investment Grade Municipals shares in Q1 2024, an estimated $112K.
  • Laird Norton Wetherby Wealth Management first reported a position in Invesco Trust Investment Grade Municipals in Q2 2016 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Invesco Trust Investment Grade Municipals position peaked at $190K in Q1 2017.
  • 100 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.