Laird Norton Wetherby Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

Laird Norton Wetherby 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
2024 Q1	–	Sell	-19,094	Closed	-$78.3K	–	986
2023 Q4	$78.3K	Hold	19,094	–	–	﹤0.01%	903
2023 Q3	$74.8K	Hold	19,094	–	–	﹤0.01%	883
2023 Q2	$73.5K	Hold	19,094	–	–	﹤0.01%	937
2023 Q1	$70.3K	Hold	19,094	–	–	﹤0.01%	905
2022 Q4	$73.1K	Sell	19,094 -20,197	-51%	-$76.9K	﹤0.01%	876
2022 Q3	$146K	Sell	39,291 -1,103	-3%	-$4.22K	0.01%	824
2022 Q2	$158K	Buy	40,394 +20,197	+100%	+$81.2K	0.01%	837
2022 Q1	$86K	Buy	+20,197	New	+$87.6K	﹤0.01%	908

Other funds holding VVR

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of Invesco Senior Income Trust (VVR) in Q1 2024, closing a stake of 19,094 shares — an estimated $78.3K sold.

Laird Norton Wetherby Wealth Management first reported a position in VVR in Q1 2022 and held it in 8 quarters. The position peaked at $158K in Q2 2022. 133 funds tracked by Wall St. Rank hold VVR as of Q1 2024.

Laird Norton Wetherby Wealth Management reported no remaining Invesco Senior Income Trust position as of Q1 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 19,094 Invesco Senior Income Trust shares in Q1 2024, an estimated $78.3K.
Laird Norton Wetherby Wealth Management first reported a position in Invesco Senior Income Trust in Q1 2022 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's Invesco Senior Income Trust position peaked at $158K in Q2 2022.
133 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2024.

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