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Empire Financial Management Company’s Invesco IVZ Stock Holding History

Empire Financial Management Company’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
Q2 		– Sell
-28,500
Closed -$467K – 195
2023
Q1 		$467K Buy
+28,500
New +$509K 0.19% 125

Other funds holding IVZ

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BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Empire Financial Management Company's IVZ Position: Q2 2023 in Review

Empire Financial Management Company sold out of Invesco (IVZ) in Q2 2023, closing a stake of 28,500 shares — an estimated $467K sold.

Empire Financial Management Company first reported a position in IVZ in Q1 2023 and held it in 1 quarter. The position peaked at $467K in Q1 2023. 477 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

  • Empire Financial Management Company reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 28,500 Invesco shares in Q2 2023, an estimated $467K.
  • Empire Financial Management Company first reported a position in Invesco in Q1 2023 and held it in 1 quarter.
  • Empire Financial Management Company's Invesco position peaked at $467K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Empire Financial Management Company's 13F filing for Q2 2023, filed 27 Jul 2023.