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

Laird Norton Wetherby Wealth Management’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
Q1 		– Sell
-11,697
Closed -$112K – 985
2023
Q4 		$112K Sell
11,697
-7,250
-38% -$63.5K 0.01% 887
2023
Q3 		$156K Sell
18,947
-1,257
-6% -$11.5K 0.01% 843
2023
Q2 		$191K Buy
20,204
+1,151
+6% +$10.9K 0.01% 863
2023
Q1 		$187K Sell
19,053
-66
-0.3% -$641 0.01% 837
2022
Q4 		$189K Buy
19,119
+8,527
+81% +$79.2K 0.01% 805
2022
Q3 		$96K Hold
10,592
– – 0.01% 851
2022
Q2 		$109K Hold
10,592
– – 0.01% 869
2022
Q1 		$121K Buy
+10,592
New +$129K 0.01% 893
2021
Q1 		– Sell
-10,414
Closed -$134K – 905
2020
Q4 		$134K Sell
10,414
-1,605
-13% -$20.1K 0.01% 867
2020
Q3 		$147K Buy
12,019
+404
+3% +$4.98K 0.01% 668
2020
Q2 		$137K Sell
11,615
-483
-4% -$5.57K 0.01% 677
2020
Q1 		$139K Buy
+12,098
New +$149K 0.02% 612
2019
Q4 		– Sell
-10,692
Closed -$134K – 722
2019
Q3 		$134K Sell
10,692
-790
-7% -$9.93K 0.01% 685
2019
Q2 		$141K Hold
11,482
– – 0.02% 665
2019
Q1 		$137K Sell
11,482
-7,716
-40% -$90.8K 0.02% 643
2018
Q4 		$215K Buy
19,198
+694
+4% +$7.71K 0.03% 564
2018
Q3 		$212K Hold
18,504
– – 0.03% 614
2018
Q2 		$217K Buy
18,504
+747
+4% +$8.74K 0.03% 579
2018
Q1 		$208K Buy
17,757
+3,573
+25% +$42.7K 0.03% 599
2017
Q4 		$176K Buy
14,184
+1,091
+8% +$13.7K 0.02% 608
2017
Q3 		$170K Hold
13,093
– – 0.03% 583
2017
Q2 		$171K Sell
13,093
-4,218
-24% -$55.3K 0.03% 538
2017
Q1 		$225K Buy
+17,311
New +$225K 0.04% 495
2016
Q3 		– Sell
-12,095
Closed -$180K – 537
2016
Q2 		$180K Buy
+12,095
New +$173K 0.04% 469

Other funds holding VMO

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2024, closing a stake of 11,697 shares — an estimated $112K sold.

Laird Norton Wetherby Wealth Management first reported a position in VMO in Q2 2016 and held it in 24 quarters. The position peaked at $225K in Q1 2017. 115 funds tracked by Wall St. Rank hold VMO as of Q1 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,697 Invesco Municipal Opportunity Trust shares in Q1 2024, an estimated $112K.
  • Laird Norton Wetherby Wealth Management first reported a position in Invesco Municipal Opportunity Trust in Q2 2016 and held it in 24 quarters.
  • Laird Norton Wetherby Wealth Management's Invesco Municipal Opportunity Trust position peaked at $225K in Q1 2017.
  • 115 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2024.

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