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Claris Advisors’s Invesco IVZ Stock Holding History

Claris 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
2024
Q4 		– Sell
-27
Closed -$474 – 602
2024
Q3 		$474 Buy
+27
New +$443 ﹤0.01% 673

Other funds holding IVZ

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Claris Advisors's IVZ Position: Q4 2024 in Review

Claris Advisors sold out of Invesco (IVZ) in Q4 2024, closing a stake of 27 shares — an estimated $474 sold.

Claris Advisors first reported a position in IVZ in Q3 2024 and held it in 1 quarter. The position peaked at $474 in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Claris Advisors reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 27 Invesco shares in Q4 2024, an estimated $474.
  • Claris Advisors first reported a position in Invesco in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Invesco position peaked at $474 in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.