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Credit Suisse’s Invesco IVZ Stock Holding History

Credit Suisse’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
2021
Q2 		– Sell
-50,000
Closed -$1.26M – 4532
2021
Q1 		$1.26M Buy
+50,000
New +$1.12M ﹤0.01% 3163
2018
Q1 		– Sell
-58,000
Closed -$2.12M – 4050
2017
Q4 		$2.12M Buy
+58,000
New +$2.1M ﹤0.01% 2393
2016
Q2 		– Sell
-33,200
Closed -$1.02M – 4272
2016
Q1 		$1.02M Buy
+33,200
New +$958K ﹤0.01% 2708

Other funds holding IVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Credit Suisse's IVZ Position: Q1 2024 in Review

Credit Suisse reduced its Invesco (IVZ) stake by 3.4% in Q1 2024, selling an estimated $236K and leaving 411,873 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #1124.

Credit Suisse first reported a position in IVZ in Q2 2013 and has held it in 43 quarters since. The position peaked at $158M in Q4 2015. 496 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

  • Credit Suisse held 411,873 shares of Invesco worth $6.83M as of Q1 2024.
  • Credit Suisse sold 14,650 Invesco shares in Q1 2024, an estimated $236K.
  • Invesco made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1124 holding.
  • Credit Suisse first reported a position in Invesco in Q2 2013 and has held it in 43 quarters since.
  • Credit Suisse's Invesco position peaked at $158M in Q4 2015.
  • 496 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.