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BOK Financial Private Wealth’s Invesco IVZ Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-33
Closed -$577 – 579
2024
Q4 		$577 Buy
+33
New +$588 ﹤0.01% 569

Other funds holding IVZ

MMLI
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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BOK Financial Private Wealth's IVZ Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Invesco (IVZ) in Q1 2025, closing a stake of 33 shares — an estimated $577 sold.

BOK Financial Private Wealth first reported a position in IVZ in Q4 2024 and held it in 1 quarter. The position peaked at $577 in Q4 2024. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 33 Invesco shares in Q1 2025, an estimated $577.
  • BOK Financial Private Wealth first reported a position in Invesco in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Invesco position peaked at $577 in Q4 2024.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.