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MassMutual Private Wealth & Trust’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q3 		– Sell
-298
Closed -$3K – 1824
2022
Q2 		$3K Buy
+298
New +$3.21K ﹤0.01% 1083

Other funds holding VGM

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MassMutual Private Wealth & Trust's VGM Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2022, closing a stake of 298 shares — an estimated $3K sold.

MassMutual Private Wealth & Trust first reported a position in VGM in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 89 funds tracked by Wall St. Rank hold VGM as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 298 Invesco Trust Investment Grade Municipals shares in Q3 2022, an estimated $3K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Trust Investment Grade Municipals in Q2 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Trust Investment Grade Municipals position peaked at $3K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.