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BDF Gestion’s Invesco IVZ Stock Holding History

BDF Gestion’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
-30,215
Closed -$3.13M – 145
2024
Q3 		$3.13M Hold
30,215
– – 0.34% 79
2024
Q2 		$452K Buy
+30,215
New +$465K 0.04% 154

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 $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

BDF Gestion's IVZ Position: Q4 2024 in Review

BDF Gestion sold out of Invesco (IVZ) in Q4 2024, closing a stake of 30,215 shares — an estimated $3.13M sold.

BDF Gestion first reported a position in IVZ in Q2 2024 and held it in 2 quarters. The position peaked at $3.13M in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • BDF Gestion reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • BDF Gestion sold 30,215 Invesco shares in Q4 2024, an estimated $3.13M.
  • BDF Gestion first reported a position in Invesco in Q2 2024 and held it in 2 quarters.
  • BDF Gestion's Invesco position peaked at $3.13M in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on BDF Gestion's 13F filing for Q4 2024, filed 17 Jan 2025.