AWM
IVZ icon

Abound Wealth Management’s Invesco IVZ Stock Holding History

Abound Wealth Management’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
Q4 		– Sell
-168
Closed -$2.42K – 1324
2023
Q3 		$2.45K Hold
168
– – ﹤0.01% 589
2023
Q2 		$2.83K Hold
168
– – ﹤0.01% 600
2023
Q1 		$2.76K Buy
168
+128
+320% +$2.28K ﹤0.01% 538
2022
Q4 		$728 Hold
40
– – ﹤0.01% 636
2022
Q3 		$555 Buy
+40
New +$675 ﹤0.01% 654

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abound Wealth Management's IVZ Position: Q4 2023 in Review

Abound Wealth Management sold out of Invesco (IVZ) in Q4 2023, closing a stake of 168 shares — an estimated $2.42K sold.

Abound Wealth Management first reported a position in IVZ in Q3 2022 and held it in 5 quarters. The position peaked at $2.83K in Q2 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • Abound Wealth Management reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 168 Invesco shares in Q4 2023, an estimated $2.42K.
  • Abound Wealth Management first reported a position in Invesco in Q3 2022 and held it in 5 quarters.
  • Abound Wealth Management's Invesco position peaked at $2.83K in Q2 2023.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.