Clearview Wealth Advisors’s Invesco IVZ Stock Holding History

Clearview Wealth 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
2023 Q2	–	Sell	-697	Closed	-$11.4K	–	708
2023 Q1	$11.4K	Buy	+697	New	+$12.4K	0.01%	343

Other funds holding IVZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Clearview Wealth Advisors's IVZ Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Invesco (IVZ) in Q2 2023, closing a stake of 697 shares — an estimated $11.4K sold.

Clearview Wealth Advisors first reported a position in IVZ in Q1 2023 and held it in 1 quarter. The position peaked at $11.4K in Q1 2023. 477 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

Clearview Wealth Advisors reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 697 Invesco shares in Q2 2023, an estimated $11.4K.
Clearview Wealth Advisors first reported a position in Invesco in Q1 2023 and held it in 1 quarter.
Clearview Wealth Advisors's Invesco position peaked at $11.4K in Q1 2023.
477 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.