FJ Investments’s Invesco IVZ Stock Holding History

FJ Investments’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
2024 Q1	–	Sell	-11,750	Closed	-$210K	–	211
2023 Q4	$210K	Buy	+11,750	New	+$170K	0.01%	414

Other funds holding IVZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FJ Investments's IVZ Position: Q1 2024 in Review

FJ Investments sold out of Invesco (IVZ) in Q1 2024, closing a stake of 11,750 shares — an estimated $210K sold.

FJ Investments first reported a position in IVZ in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 497 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

FJ Investments reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 11,750 Invesco shares in Q1 2024, an estimated $210K.
FJ Investments first reported a position in Invesco in Q4 2023 and held it in 1 quarter.
FJ Investments's Invesco position peaked at $210K in Q4 2023.
497 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.