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

West Paces 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
2024
Q3 		– Sell
-975
Closed -$12K – 564
2024
Q2 		$12K Buy
+975
New +$11.5K ﹤0.01% 332

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

West Paces Advisors's IIM Position: Q3 2024 in Review

West Paces Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q3 2024, closing a stake of 975 shares — an estimated $12K sold.

West Paces Advisors first reported a position in IIM in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 94 funds tracked by Wall St. Rank hold IIM as of Q3 2024.

  • West Paces Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • West Paces Advisors sold 975 Invesco Value Municipal Income Trust shares in Q3 2024, an estimated $12K.
  • West Paces Advisors first reported a position in Invesco Value Municipal Income Trust in Q2 2024 and held it in 1 quarter.
  • West Paces Advisors's Invesco Value Municipal Income Trust position peaked at $12K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q3 2024.

Based on West Paces Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.