Desjardins Global Asset Management’s Invesco IVZ Stock Holding History

Desjardins Global Asset 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
2023 Q4	–	Sell	-538	Closed	-$7.81K	–	678
2023 Q3	$7.81K	Sell	538 -5,908	-92%	-$95.1K	﹤0.01%	655
2023 Q2	$108K	Sell	6,446 -80,776	-93%	-$1.3M	0.01%	487
2023 Q1	$1.43M	Sell	87,222 -132	-0.2%	-$2.35K	0.18%	113
2022 Q4	$1.57M	Buy	+87,354	New	+$1.49M	0.25%	88

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Desjardins Global Asset Management's IVZ Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of Invesco (IVZ) in Q4 2023, closing a stake of 538 shares — an estimated $7.81K sold.

Desjardins Global Asset Management first reported a position in IVZ in Q4 2022 and held it in 4 quarters. The position peaked at $1.57M in Q4 2022. 491 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

Desjardins Global Asset Management reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 538 Invesco shares in Q4 2023, an estimated $7.81K.
Desjardins Global Asset Management first reported a position in Invesco in Q4 2022 and held it in 4 quarters.
Desjardins Global Asset Management's Invesco position peaked at $1.57M in Q4 2022.
491 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.