Garda Capital Partners’s Invesco IVZ Stock Holding History

Garda Capital Partners’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 Q4	–	Sell	-26,104	Closed	-$377K	–	585
2023 Q3	$379K	Buy	+26,104	New	+$420K	0.02%	604

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

Garda Capital Partners's IVZ Position: Q4 2023 in Review

Garda Capital Partners sold out of Invesco (IVZ) in Q4 2023, closing a stake of 26,104 shares — an estimated $377K sold.

Garda Capital Partners first reported a position in IVZ in Q3 2023 and held it in 1 quarter. The position peaked at $379K in Q3 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

Garda Capital Partners reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
Garda Capital Partners sold 26,104 Invesco shares in Q4 2023, an estimated $377K.
Garda Capital Partners first reported a position in Invesco in Q3 2023 and held it in 1 quarter.
Garda Capital Partners's Invesco position peaked at $379K in Q3 2023.
492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.