Advanced Portfolio Management’s Invesco IVZ Stock Holding History

Advanced Portfolio 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	-29,194	Closed	-$424K	–	93
2023 Q3	$424K	Buy	+29,194	New	+$470K	0.36%	36

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advanced Portfolio Management's IVZ Position: Q4 2023 in Review

Advanced Portfolio Management sold out of Invesco (IVZ) in Q4 2023, closing a stake of 29,194 shares — an estimated $424K sold.

Advanced Portfolio Management first reported a position in IVZ in Q3 2023 and held it in 1 quarter. The position peaked at $424K in Q3 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

Advanced Portfolio Management reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
Advanced Portfolio Management sold 29,194 Invesco shares in Q4 2023, an estimated $424K.
Advanced Portfolio Management first reported a position in Invesco in Q3 2023 and held it in 1 quarter.
Advanced Portfolio Management's Invesco position peaked at $424K in Q3 2023.
492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.