GHP Investment Advisors’s Invesco IVZ Stock Holding History

GHP Investment Advisors’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
2022 Q3	–	Sell	-376	Closed	-$6K	–	936
2022 Q2	$6K	Buy	+376	New	+$7.11K	﹤0.01%	776

Other funds holding IVZ

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GHP Investment Advisors's IVZ Position: Q3 2022 in Review

GHP Investment Advisors sold out of Invesco (IVZ) in Q3 2022, closing a stake of 376 shares — an estimated $6K sold.

GHP Investment Advisors first reported a position in IVZ in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 505 funds tracked by Wall St. Rank hold IVZ as of Q3 2022.

GHP Investment Advisors reported no remaining Invesco position as of Q3 2022 after selling out during the quarter.
GHP Investment Advisors sold 376 Invesco shares in Q3 2022, an estimated $6K.
GHP Investment Advisors first reported a position in Invesco in Q2 2022 and held it in 1 quarter.
GHP Investment Advisors's Invesco position peaked at $6K in Q2 2022.
505 funds tracked by Wall St. Rank held Invesco as of Q3 2022.

Based on GHP Investment Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.