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Connectus Wealth’s Invesco IVZ Stock Holding History

Connectus Wealth’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
Q4 		– Sell
-66,159
Closed -$961K – 522
2023
Q3 		$961K Buy
+66,159
New +$1.06M 0.02% 315
2022
Q2 		– Sell
-41,008
Closed -$944K – 456
2022
Q1 		$944K Sell
41,008
-465
-1% -$10.3K 0.03% 255
2021
Q4 		$955K Buy
+41,473
New +$1.01M 0.04% 223

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Connectus Wealth's IVZ Position: Q4 2023 in Review

Connectus Wealth sold out of Invesco (IVZ) in Q4 2023, closing a stake of 66,159 shares — an estimated $961K sold.

Connectus Wealth first reported a position in IVZ in Q4 2021 and held it in 3 quarters. The position peaked at $961K in Q3 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • Connectus Wealth reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 66,159 Invesco shares in Q4 2023, an estimated $961K.
  • Connectus Wealth first reported a position in Invesco in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's Invesco position peaked at $961K in Q3 2023.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.