CWM
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Curi Wealth Management’s Invesco IVZ Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-10
Closed – – 445
2022
Q2 		$0 Hold
10
– – ﹤0.01% 680
2022
Q1 		$0 Hold
10
– – ﹤0.01% 583
2021
Q4 		$0 Buy
+10
New +$243 ﹤0.01% 544
2021
Q1 		– Sell
-10
Closed – – 285
2020
Q4 		$0 Buy
+10
New +$154 ﹤0.01% 453

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Curi Wealth Management's IVZ Position: Q3 2022 in Review

Curi Wealth Management sold out of Invesco (IVZ) in Q3 2022, closing a stake of 10 shares.

Curi Wealth Management first reported a position in IVZ in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 505 funds tracked by Wall St. Rank hold IVZ as of Q3 2022.

  • Curi Wealth Management reported no remaining Invesco position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 10 Invesco shares in Q3 2022.
  • Curi Wealth Management first reported a position in Invesco in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Invesco position peaked at $0 in Q2 2022.
  • 505 funds tracked by Wall St. Rank held Invesco as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.