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Sandbox Financial Partners’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Sandbox Financial Partners’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
2023
Q4 		– Sell
-12,569
Closed -$103K – 98
2023
Q3 		$103K Sell
12,569
-6,980
-36% -$63.8K 0.05% 84
2023
Q2 		$185K Buy
19,549
+487
+3% +$4.61K 0.1% 90
2023
Q1 		$187K Buy
+19,062
New +$185K 0.11% 84

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Sandbox Financial Partners's VMO Position: Q4 2023 in Review

Sandbox Financial Partners sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2023, closing a stake of 12,569 shares — an estimated $103K sold.

Sandbox Financial Partners first reported a position in VMO in Q1 2023 and held it in 3 quarters. The position peaked at $187K in Q1 2023. 115 funds tracked by Wall St. Rank hold VMO as of Q4 2023.

  • Sandbox Financial Partners reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2023 after selling out during the quarter.
  • Sandbox Financial Partners sold 12,569 Invesco Municipal Opportunity Trust shares in Q4 2023, an estimated $103K.
  • Sandbox Financial Partners first reported a position in Invesco Municipal Opportunity Trust in Q1 2023 and held it in 3 quarters.
  • Sandbox Financial Partners's Invesco Municipal Opportunity Trust position peaked at $187K in Q1 2023.
  • 115 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2023.

Based on Sandbox Financial Partners's 13F filing for Q4 2023, filed 18 Jan 2024.