Essex Investment Management’s Invesco IVZ Stock Holding History

Essex Investment 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 Q1	–	Sell	-54,061	Closed	-$973K	–	406
2022 Q4	$973K	Buy	+54,061	New	+$925K	0.15%	199

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 $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Investment Management's IVZ Position: Q1 2023 in Review

Essex Investment Management sold out of Invesco (IVZ) in Q1 2023, closing a stake of 54,061 shares — an estimated $973K sold.

Essex Investment Management first reported a position in IVZ in Q4 2022 and held it in 1 quarter. The position peaked at $973K in Q4 2022. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

Essex Investment Management reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
Essex Investment Management sold 54,061 Invesco shares in Q1 2023, an estimated $973K.
Essex Investment Management first reported a position in Invesco in Q4 2022 and held it in 1 quarter.
Essex Investment Management's Invesco position peaked at $973K in Q4 2022.
513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.