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Tallon Kerry Patrick’s Invesco Senior Income Trust VVR Stock Holding History

Tallon Kerry Patrick’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
Q4 		$118K Buy
+29,664
New +$117K 0.11% 98

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Tallon Kerry Patrick's VVR Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Invesco Senior Income Trust (VVR) in Q4 2024: 29,664 shares worth $118K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings.

129 funds tracked by Wall St. Rank hold VVR as of Q4 2024.

  • Tallon Kerry Patrick held 29,664 shares of Invesco Senior Income Trust worth $118K as of Q4 2024.
  • Invesco Senior Income Trust was a new Tallon Kerry Patrick position in Q4 2024.
  • Invesco Senior Income Trust made up 0.11% of Tallon Kerry Patrick's portfolio in Q4 2024, its #98 holding.
  • 129 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.