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Gibraltar Capital Management’s Invesco IVZ Stock Holding History

Gibraltar Capital Management’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
-17,824
Closed -$288K – 81
2022
Q2 		$288K Buy
17,824
+899
+5% +$17K 0.14% 71
2022
Q1 		$390K Buy
+16,925
New +$375K 0.16% 64

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gibraltar Capital Management's IVZ Position: Q3 2022 in Review

Gibraltar Capital Management sold out of Invesco (IVZ) in Q3 2022, closing a stake of 17,824 shares — an estimated $288K sold.

Gibraltar Capital Management first reported a position in IVZ in Q1 2022 and held it in 2 quarters. The position peaked at $390K in Q1 2022. 505 funds tracked by Wall St. Rank hold IVZ as of Q3 2022.

  • Gibraltar Capital Management reported no remaining Invesco position as of Q3 2022 after selling out during the quarter.
  • Gibraltar Capital Management sold 17,824 Invesco shares in Q3 2022, an estimated $288K.
  • Gibraltar Capital Management first reported a position in Invesco in Q1 2022 and held it in 2 quarters.
  • Gibraltar Capital Management's Invesco position peaked at $390K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Invesco as of Q3 2022.

Based on Gibraltar Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.