PA
IIM icon

Parallel Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Parallel Advisors’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,275
Closed -$38K – 3438
2022
Q3 		$38K Buy
+3,275
New +$43.2K ﹤0.01% 1377

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parallel Advisors's IIM Position: Q4 2022 in Review

Parallel Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2022, closing a stake of 3,275 shares — an estimated $38K sold.

Parallel Advisors first reported a position in IIM in Q3 2022 and held it in 1 quarter. The position peaked at $38K in Q3 2022. 98 funds tracked by Wall St. Rank hold IIM as of Q4 2022.

  • Parallel Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 3,275 Invesco Value Municipal Income Trust shares in Q4 2022, an estimated $38K.
  • Parallel Advisors first reported a position in Invesco Value Municipal Income Trust in Q3 2022 and held it in 1 quarter.
  • Parallel Advisors's Invesco Value Municipal Income Trust position peaked at $38K in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.