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IVZ icon

Ford Financial Group’s Invesco IVZ Stock Holding History

Ford Financial 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
Q1 		– Sell
-10,404
Closed -$187K – 50
2022
Q4 		$187K Buy
10,404
+6
+0.1% +$103 0.07% 115
2022
Q3 		$142K Buy
10,398
+31
+0.3% +$523 0.06% 120
2022
Q2 		$167K Buy
10,367
+28
+0.3% +$530 0.07% 116
2022
Q1 		$238K Buy
10,339
+24
+0.2% +$532 0.09% 107
2021
Q4 		$237K Sell
10,315
-80
-0.8% -$1.95K 0.05% 93
2021
Q3 		$250K Buy
10,395
+19
+0.2% +$475 0.1% 83
2021
Q2 		$277K Buy
10,376
+15
+0.1% +$409 0.1% 81
2021
Q1 		$261K Buy
10,361
+18
+0.2% +$404 0.11% 80
2020
Q4 		$180K Sell
10,343
-1,976
-16% -$30.4K 0.08% 94
2020
Q3 		$140K Buy
12,319
+41
+0.3% +$434 0.08% 87
2020
Q2 		$132K Buy
12,278
+44
+0.4% +$395 0.07% 90
2020
Q1 		$111K Sell
12,234
-10,326
-46% -$157K 0.07% 88
2019
Q4 		$405K Buy
22,560
+7,135
+46% +$122K 0.23% 48
2019
Q3 		$261K Buy
+15,425
New +$272K 0.17% 65
2018
Q1 		– Sell
-232
Closed -$8K – 210
2017
Q4 		$8K Buy
+232
New +$8.39K 0.01% 261

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ford Financial Group's IVZ Position: Q1 2023 in Review

Ford Financial Group sold out of Invesco (IVZ) in Q1 2023, closing a stake of 10,404 shares — an estimated $187K sold.

Ford Financial Group first reported a position in IVZ in Q4 2017 and held it in 15 quarters. The position peaked at $405K in Q4 2019. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

  • Ford Financial Group reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 10,404 Invesco shares in Q1 2023, an estimated $187K.
  • Ford Financial Group first reported a position in Invesco in Q4 2017 and held it in 15 quarters.
  • Ford Financial Group's Invesco position peaked at $405K in Q4 2019.
  • 513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.