First Community Trust’s Invesco IVZ Stock Holding History

First Community Trust’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	-306	Closed	-$6K	–	301
2022 Q4	$6K	Hold	306	–	–	0.01%	266
2022 Q3	$4K	Hold	306	–	–	0.01%	259
2022 Q2	$5K	Hold	306	–	–	0.01%	313
2022 Q1	$7K	Hold	306	–	–	0.01%	315
2021 Q4	$7.04K	Buy	+306	New	+$7.45K	0.01%	321

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 $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Community Trust's IVZ Position: Q1 2023 in Review

First Community Trust sold out of Invesco (IVZ) in Q1 2023, closing a stake of 306 shares — an estimated $6K sold.

First Community Trust first reported a position in IVZ in Q4 2021 and held it in 5 quarters. The position peaked at $7.04K in Q4 2021. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

First Community Trust reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
First Community Trust sold 306 Invesco shares in Q1 2023, an estimated $6K.
First Community Trust first reported a position in Invesco in Q4 2021 and held it in 5 quarters.
First Community Trust's Invesco position peaked at $7.04K in Q4 2021.
513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on First Community Trust's 13F filing for Q1 2023, filed 6 Apr 2023.