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Ashton Thomas Securities’s Invesco IVZ Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-415
Closed -$7.29K – 749
2024
Q3 		$7.29K Buy
+415
New +$6.82K ﹤0.01% 876

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ashton Thomas Securities's IVZ Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Invesco (IVZ) in Q4 2024, closing a stake of 415 shares — an estimated $7.29K sold.

Ashton Thomas Securities first reported a position in IVZ in Q3 2024 and held it in 1 quarter. The position peaked at $7.29K in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 415 Invesco shares in Q4 2024, an estimated $7.29K.
  • Ashton Thomas Securities first reported a position in Invesco in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Invesco position peaked at $7.29K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.