AWM
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Avondale Wealth Management’s Invesco IVZ Stock Holding History

Avondale 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
2024
Q3 		– Sell
-1,050
Closed -$15.7K – 119
2024
Q2 		$15.7K Hold
1,050
– – 0.01% 110
2024
Q1 		$17.4K Hold
1,050
– – 0.01% 108
2023
Q4 		$18.7K Hold
1,050
– – 0.02% 105
2023
Q3 		$15.2K Hold
1,050
– – 0.01% 112
2023
Q2 		$17.7K Hold
1,050
– – 0.01% 105
2023
Q1 		$17.2K Hold
1,050
– – 0.01% 111
2022
Q4 		$18.9K Hold
1,050
– – 0.02% 103
2022
Q3 		$14K Hold
1,050
– – 0.02% 102
2022
Q2 		$17K Hold
1,050
– – 0.02% 93
2022
Q1 		$24K Hold
1,050
– – 0.03% 87
2021
Q4 		$24K Buy
+1,050
New +$25.6K 0.02% 89

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avondale Wealth Management's IVZ Position: Q3 2024 in Review

Avondale Wealth Management sold out of Invesco (IVZ) in Q3 2024, closing a stake of 1,050 shares — an estimated $15.7K sold.

Avondale Wealth Management first reported a position in IVZ in Q4 2021 and held it in 11 quarters. The position peaked at $24K in Q1 2022. 493 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Avondale Wealth Management reported no remaining Invesco position as of Q3 2024 after selling out during the quarter.
  • Avondale Wealth Management sold 1,050 Invesco shares in Q3 2024, an estimated $15.7K.
  • Avondale Wealth Management first reported a position in Invesco in Q4 2021 and held it in 11 quarters.
  • Avondale Wealth Management's Invesco position peaked at $24K in Q1 2022.
  • 493 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Avondale Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.