Panagora Asset Management’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Panagora Asset 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
2021 Q3	–	Sell	-49	Closed	-$1K	–	2375
2021 Q2	$1K	Sell	49 -66	-57%	-$915	﹤0.01%	2721
2021 Q1	$2K	Buy	115 +15	+15%	+$199	﹤0.01%	2729
2020 Q4	$1K	Sell	100 -493	-83%	-$6.29K	﹤0.01%	2748
2020 Q3	$7K	Hold	593	–	–	﹤0.01%	2390
2020 Q2	$7K	Hold	593	–	–	﹤0.01%	2294
2020 Q1	$7K	Sell	593 -79	-12%	-$1K	﹤0.01%	2210
2019 Q4	$9K	Sell	672 -948	-59%	-$12.1K	﹤0.01%	2148
2019 Q3	$21K	Buy	+1,620	New	+$20.9K	﹤0.01%	2070

Other funds holding VGM

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Panagora Asset Management's VGM Position: Q3 2021 in Review

Panagora Asset Management sold out of Invesco Trust Investment Grade Municipals (VGM) in Q3 2021, closing a stake of 49 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in VGM in Q3 2019 and held it in 8 quarters. The position peaked at $21K in Q3 2019. 80 funds tracked by Wall St. Rank hold VGM as of Q3 2021.

Panagora Asset Management reported no remaining Invesco Trust Investment Grade Municipals position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 49 Invesco Trust Investment Grade Municipals shares in Q3 2021, an estimated $1K.
Panagora Asset Management first reported a position in Invesco Trust Investment Grade Municipals in Q3 2019 and held it in 8 quarters.
Panagora Asset Management's Invesco Trust Investment Grade Municipals position peaked at $21K in Q3 2019.
80 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.