Armstrong Advisory Group’s Invesco IVZ Stock Holding History

Armstrong Advisory Group’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	-585	Closed	-$8.49K	–	805
2023 Q3	$8.49K	Buy	+585	New	+$9.42K	﹤0.01%	629

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

Armstrong Advisory Group's IVZ Position: Q4 2023 in Review

Armstrong Advisory Group sold out of Invesco (IVZ) in Q4 2023, closing a stake of 585 shares — an estimated $8.49K sold.

Armstrong Advisory Group first reported a position in IVZ in Q3 2023 and held it in 1 quarter. The position peaked at $8.49K in Q3 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

Armstrong Advisory Group reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
Armstrong Advisory Group sold 585 Invesco shares in Q4 2023, an estimated $8.49K.
Armstrong Advisory Group first reported a position in Invesco in Q3 2023 and held it in 1 quarter.
Armstrong Advisory Group's Invesco position peaked at $8.49K in Q3 2023.
492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.