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Beacon Pointe Advisors’s Invesco IVZ Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-14,209
Closed -$239K – 1345
2023
Q2 		$239K Buy
14,209
+79
+0.6% +$1.27K ﹤0.01% 958
2023
Q1 		$232K Buy
14,130
+142
+1% +$2.53K ﹤0.01% 1021
2022
Q4 		$252K Sell
13,988
-1,031
-7% -$17.6K ﹤0.01% 923
2022
Q3 		$206K Buy
15,019
+81
+0.5% +$1.37K ﹤0.01% 921
2022
Q2 		$242K Sell
14,938
-5,619
-27% -$106K 0.01% 907
2022
Q1 		$474K Buy
20,557
+5,890
+40% +$131K 0.01% 820
2021
Q4 		$338K Buy
14,667
+91
+0.6% +$2.21K 0.01% 687
2021
Q3 		$351K Buy
14,576
+5,390
+59% +$135K 0.01% 649
2021
Q2 		$246K Buy
+9,186
New +$250K 0.01% 726

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return