BAM
IVZ icon

Belpointe Asset Management’s Invesco IVZ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-4,469
Closed -$73.3K – 1966
2023
Q1 		$73.3K Sell
4,469
-3,035
-40% -$54.2K ﹤0.01% 1483
2022
Q4 		$135K Sell
7,504
-1,121
-13% -$19.2K 0.01% 1076
2022
Q3 		$118K Sell
8,625
-806
-9% -$13.6K 0.01% 1082
2022
Q2 		$152K Hold
9,431
– – 0.01% 938
2022
Q1 		$217K Sell
9,431
-882
-9% -$19.6K 0.01% 871
2021
Q4 		$238K Sell
10,313
-171
-2% -$4.16K 0.01% 827
2021
Q3 		$253K Sell
10,484
-31,988
-75% -$800K 0.02% 768
2021
Q2 		$1.14M Sell
42,472
-2,562
-6% -$69.8K 0.08% 262
2021
Q1 		$1.14M Buy
+45,034
New +$1.01M 0.1% 229
2018
Q1 		– Sell
-13,550
Closed -$495K – 414
2017
Q4 		$495K Buy
+13,550
New +$490K 0.11% 217

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return