2L
IVZ icon

25 LLC’s Invesco IVZ Stock Holding History

25 LLC’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32
Closed -$522 – 668
2023
Q1 		$522 Buy
+32
New +$571 ﹤0.01% 338

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

25 LLC's IVZ Position: Q2 2023 in Review

25 LLC sold out of Invesco (IVZ) in Q2 2023, closing a stake of 32 shares — an estimated $522 sold.

25 LLC first reported a position in IVZ in Q1 2023 and held it in 1 quarter. The position peaked at $522 in Q1 2023. 477 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

  • 25 LLC reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
  • 25 LLC sold 32 Invesco shares in Q2 2023, an estimated $522.
  • 25 LLC first reported a position in Invesco in Q1 2023 and held it in 1 quarter.
  • 25 LLC's Invesco position peaked at $522 in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on 25 LLC's 13F filing for Q2 2023, filed 19 Jul 2023.