ClearAlpha Technologies’s Invesco IVZ Stock Holding History

ClearAlpha Technologies’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	-30,387	Closed	-$504K	–	285
2024 Q1	$504K	Sell	30,387 -42,046	-58%	-$679K	0.21%	112
2023 Q4	$1.29M	Buy	+72,433	New	+$1.05M	0.49%	50

Other funds holding IVZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

ClearAlpha Technologies's IVZ Position: Q2 2024 in Review

ClearAlpha Technologies sold out of Invesco (IVZ) in Q2 2024, closing a stake of 30,387 shares — an estimated $504K sold.

ClearAlpha Technologies first reported a position in IVZ in Q4 2023 and held it in 2 quarters. The position peaked at $1.29M in Q4 2023. 475 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

ClearAlpha Technologies reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
ClearAlpha Technologies sold 30,387 Invesco shares in Q2 2024, an estimated $504K.
ClearAlpha Technologies first reported a position in Invesco in Q4 2023 and held it in 2 quarters.
ClearAlpha Technologies's Invesco position peaked at $1.29M in Q4 2023.
475 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on ClearAlpha Technologies's 13F filing for Q2 2024, filed 13 Aug 2024.