Laird Norton Wetherby Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio VKQ Stock Details VKQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,508	Closed	-$110K	–	984
2023 Q4	$110K	Buy	+11,508	New	+$101K	0.01%	891
2017 Q3	–	Sell	-13,188	Closed	-$169K	–	645
2017 Q2	$169K	Sell	13,188 -4,252	-24%	-$54K	0.03%	540
2017 Q1	$219K	Buy	+17,440	New	+$218K	0.04%	502
2016 Q3	–	Sell	-12,087	Closed	-$172K	–	536
2016 Q2	$172K	Buy	+12,087	New	+$164K	0.04%	471

Other funds holding VKQ

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q1 2024, closing a stake of 11,508 shares — an estimated $110K sold.

Laird Norton Wetherby Wealth Management first reported a position in VKQ in Q2 2016 and held it in 4 quarters. The position peaked at $219K in Q1 2017. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2024.

Laird Norton Wetherby Wealth Management reported no remaining Invesco Municipal Trust position as of Q1 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,508 Invesco Municipal Trust shares in Q1 2024, an estimated $110K.
Laird Norton Wetherby Wealth Management first reported a position in Invesco Municipal Trust in Q2 2016 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's Invesco Municipal Trust position peaked at $219K in Q1 2017.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2024.

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