Fiera Capital (Canada)
IVZ icon

Fiera Capital (Canada)’s Invesco IVZ Stock Holding History

Fiera Capital (Canada)’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
-2,336,112
Closed -$38.3M – 515
2023
Q1 		$38.3M Sell
2,336,112
-11,418
-0.5% -$204K 0.11% 102
2022
Q4 		$42.2M Sell
2,347,530
-28,711
-1% -$491K 0.13% 87
2022
Q3 		$30.5M Sell
2,376,241
-86,456
-4% -$1.46M 0.11% 104
2022
Q2 		$39.7M Sell
2,462,697
-45,992
-2% -$870K 0.12% 89
2022
Q1 		$57.9M Buy
2,508,689
+118,251
+5% +$2.62M 0.15% 72
2021
Q4 		$55M Sell
2,390,438
-527,321
-18% -$12.8M 0.13% 89
2021
Q3 		$70.3M Buy
2,917,759
+1,093,282
+60% +$27.3M 0.18% 71
2021
Q2 		$48.8M Sell
1,824,477
-49,532
-3% -$1.35M 0.12% 100
2021
Q1 		$47.3M Buy
+1,874,009
New +$42M 0.14% 100

Other funds holding IVZ

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Fiera Capital (Canada)'s IVZ Position: Q2 2023 in Review

Fiera Capital (Canada) sold out of Invesco (IVZ) in Q2 2023, closing a stake of 2,336,112 shares — an estimated $38.3M sold.

Fiera Capital (Canada) first reported a position in IVZ in Q1 2021 and held it in 9 quarters. The position peaked at $70.3M in Q3 2021. 478 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

  • Fiera Capital (Canada) reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
  • Fiera Capital (Canada) sold 2,336,112 Invesco shares in Q2 2023, an estimated $38.3M.
  • Fiera Capital (Canada) first reported a position in Invesco in Q1 2021 and held it in 9 quarters.
  • Fiera Capital (Canada)'s Invesco position peaked at $70.3M in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2023, filed 9 Aug 2023.