Coppell Advisory Solutions Corp’s Invesco IVZ Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	–	Sell	-45	Closed	-$810	–	655
2022 Q4	$810	Buy	+45	New	+$770	﹤0.01%	958

Other funds holding IVZ

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coppell Advisory Solutions Corp's IVZ Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Invesco (IVZ) in Q1 2023, closing a stake of 45 shares — an estimated $810 sold.

Coppell Advisory Solutions Corp first reported a position in IVZ in Q4 2022 and held it in 1 quarter. The position peaked at $810 in Q4 2022. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 45 Invesco shares in Q1 2023, an estimated $810.
Coppell Advisory Solutions Corp first reported a position in Invesco in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's Invesco position peaked at $810 in Q4 2022.
513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.