BGAI
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Bruce G. Allen Investments’s Invesco IVZ Stock Holding History

Bruce G. Allen Investments’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
Q3 		– Sell
-17
Closed -$254 – 1123
2024
Q2 		$254 Hold
17
– – ﹤0.01% 934
2024
Q1 		$282 Buy
+17
New +$274 ﹤0.01% 910

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bruce G. Allen Investments's IVZ Position: Q3 2024 in Review

Bruce G. Allen Investments sold out of Invesco (IVZ) in Q3 2024, closing a stake of 17 shares — an estimated $254 sold.

Bruce G. Allen Investments first reported a position in IVZ in Q1 2024 and held it in 2 quarters. The position peaked at $282 in Q1 2024. 492 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Bruce G. Allen Investments reported no remaining Invesco position as of Q3 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 17 Invesco shares in Q3 2024, an estimated $254.
  • Bruce G. Allen Investments first reported a position in Invesco in Q1 2024 and held it in 2 quarters.
  • Bruce G. Allen Investments's Invesco position peaked at $282 in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Bruce G. Allen Investments's 13F filing for Q3 2024, filed 8 Oct 2024.