Clear Investment Research’s Invesco IVZ Stock Holding History

Clear Investment Research’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	-1,000	Closed	-$17.6K	–	227
2024 Q3	$17.6K	Hold	1,000	–	–	0.02%	146
2024 Q2	$15K	Hold	1,000	–	–	0.02%	143
2024 Q1	$16.6K	Hold	1,000	–	–	0.02%	143
2023 Q4	$17.8K	Hold	1,000	–	–	0.03%	153
2023 Q3	$14.5K	Hold	1,000	–	–	0.03%	120
2023 Q2	$16.8K	Hold	1,000	–	–	0.03%	120
2023 Q1	$16.4K	Hold	1,000	–	–	0.03%	116
2022 Q4	$18K	Hold	1,000	–	–	0.03%	108
2022 Q3	$14K	Buy	+1,000	New	+$16.9K	0.03%	111
2022 Q2	–	Sell	-1,000	Closed	-$23K	–	138
2022 Q1	$23K	Hold	1,000	–	–	0.05%	101
2021 Q4	$23K	Hold	1,000	–	–	0.04%	102
2021 Q3	$24K	Hold	1,000	–	–	0.04%	99
2021 Q2	$25K	Hold	1,000	–	–	0.04%	98
2021 Q1	$25K	Sell	1,000 -200	-17%	-$4.49K	0.05%	87
2020 Q4	$21K	Hold	1,200	–	–	0.04%	88
2020 Q3	$14K	Hold	1,200	–	–	0.03%	87
2020 Q2	$13K	Hold	1,200	–	–	0.03%	88
2020 Q1	$11K	Sell	1,200 -300	-20%	-$4.56K	0.03%	85
2019 Q4	$27K	Buy	+1,500	New	+$25.6K	0.06%	75

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clear Investment Research's IVZ Position: Q4 2024 in Review

Clear Investment Research sold out of Invesco (IVZ) in Q4 2024, closing a stake of 1,000 shares — an estimated $17.6K sold.

Clear Investment Research first reported a position in IVZ in Q4 2019 and held it in 19 quarters. The position peaked at $27K in Q4 2019. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

Clear Investment Research reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
Clear Investment Research sold 1,000 Invesco shares in Q4 2024, an estimated $17.6K.
Clear Investment Research first reported a position in Invesco in Q4 2019 and held it in 19 quarters.
Clear Investment Research's Invesco position peaked at $27K in Q4 2019.
524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.