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First Capital Advisors Group’s Invesco IVZ Stock Holding History

First Capital Advisors Group’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 		$12.6K Buy
+748
New +$12K 0.01% 504
2018
Q2 		– Sell
-738
Closed -$24K – 461
2018
Q1 		$24K Buy
+738
New +$25.4K 0.01% 393

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 40.91% 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

First Capital Advisors Group's IVZ Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Invesco (IVZ) in Q2 2023: 748 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in IVZ as recently as Q1 2018.

First Capital Advisors Group first reported a position in IVZ in Q1 2018 and has held it in 2 quarters since. The position peaked at $24K in Q1 2018. 478 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

  • First Capital Advisors Group held 748 shares of Invesco worth $12.6K as of Q2 2023.
  • Invesco was a new First Capital Advisors Group position in Q2 2023.
  • Invesco made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #504 holding.
  • First Capital Advisors Group first reported a position in Invesco in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Invesco position peaked at $24K in Q1 2018.
  • 478 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.