Bayesian Capital Management’s Invesco IVZ Stock Holding History

Bayesian 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
2024 Q1	–	Sell	-73,200	Closed	-$1.31M	–	943
2023 Q4	$1.31M	Buy	73,200 +48,500	+196%	+$700K	0.14%	183
2023 Q3	$359K	Sell	24,700 -9,800	-28%	-$158K	0.04%	428
2023 Q2	$580K	Buy	+34,500	New	+$555K	0.06%	375
2022 Q4	–	Sell	-24,600	Closed	-$337K	–	899
2022 Q3	$337K	Buy	24,600 +11,000	+81%	+$186K	0.07%	377
2022 Q2	$219K	Buy	+13,600	New	+$257K	0.04%	591
2021 Q4	–	Sell	-9,300	Closed	-$224K	–	451
2021 Q3	$224K	Sell	9,300 -11,809	-56%	-$295K	0.06%	328
2021 Q2	$564K	Buy	+21,109	New	+$575K	0.15%	175
2019 Q4	–	Sell	-12,000	Closed	-$203K	–	673
2019 Q3	$203K	Buy	+12,000	New	+$212K	0.04%	446
2019 Q2	–	Sell	-21,400	Closed	-$413K	–	593
2019 Q1	$413K	Buy	+21,400	New	+$400K	0.08%	329

Other funds holding IVZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return