Chilton Capital Management’s Invesco IVZ Stock Holding History

Chilton Capital 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
2024 Q2	–	Sell	-109	Closed	-$1.81K	–	650
2024 Q1	$1.81K	Hold	109	–	–	﹤0.01%	543
2023 Q4	$1.95K	Hold	109	–	–	﹤0.01%	546
2023 Q3	$1.58K	Hold	109	–	–	﹤0.01%	488
2023 Q2	$1.83K	Hold	109	–	–	﹤0.01%	512
2023 Q1	$1.79K	Buy	+109	New	+$1.95K	﹤0.01%	521
2022 Q3	–	Sell	-109	Closed	-$2K	–	411
2022 Q2	$2K	Buy	+109	New	+$2.06K	﹤0.01%	588
2022 Q1	–	Sell	-109	Closed	-$3K	–	408
2021 Q4	$3K	Buy	+109	New	+$2.65K	﹤0.01%	586

Other funds holding IVZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return