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Acrisure Capital Management’s Invesco IVZ Stock Holding History

Acrisure Capital 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
Q2 		– Sell
-56,294
Closed -$923K – 119
2023
Q1 		$923K Buy
56,294
+39,816
+242% +$710K 0.93% 13
2022
Q4 		$296K Buy
+16,478
New +$282K 0.33% 126

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

Acrisure Capital Management's IVZ Position: Q2 2023 in Review

Acrisure Capital Management sold out of Invesco (IVZ) in Q2 2023, closing a stake of 56,294 shares — an estimated $923K sold.

Acrisure Capital Management first reported a position in IVZ in Q4 2022 and held it in 2 quarters. The position peaked at $923K in Q1 2023. 477 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

  • Acrisure Capital Management reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 56,294 Invesco shares in Q2 2023, an estimated $923K.
  • Acrisure Capital Management first reported a position in Invesco in Q4 2022 and held it in 2 quarters.
  • Acrisure Capital Management's Invesco position peaked at $923K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.