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TCI Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-630
Closed -$9K – 2466
2021
Q4 		$9K Buy
+630
New +$8.62K ﹤0.01% 1284
2017
Q1 		– Sell
-7,607
Closed -$97K – 1385
2016
Q4 		$97K Buy
+7,607
New +$99.3K 0.05% 225

Other funds holding VGM

GC
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TCI Wealth Advisors's VGM Position: Q1 2022 in Review

TCI Wealth Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2022, closing a stake of 630 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in VGM in Q4 2016 and held it in 2 quarters. The position peaked at $97K in Q4 2016. 94 funds tracked by Wall St. Rank hold VGM as of Q1 2022.

  • TCI Wealth Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 630 Invesco Trust Investment Grade Municipals shares in Q1 2022, an estimated $9K.
  • TCI Wealth Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q4 2016 and held it in 2 quarters.
  • TCI Wealth Advisors's Invesco Trust Investment Grade Municipals position peaked at $97K in Q4 2016.
  • 94 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.