Godsey & Gibb Inc’s Invesco IVZ Stock Holding History

Godsey & Gibb Inc’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 Q3	–	Sell	-100	Closed	-$1.68K	–	355
2023 Q2	$1.68K	Buy	+100	New	+$1.61K	﹤0.01%	341

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Godsey & Gibb Inc's IVZ Position: Q3 2023 in Review

Godsey & Gibb Inc sold out of Invesco (IVZ) in Q3 2023, closing a stake of 100 shares — an estimated $1.68K sold.

Godsey & Gibb Inc first reported a position in IVZ in Q2 2023 and held it in 1 quarter. The position peaked at $1.68K in Q2 2023. 491 funds tracked by Wall St. Rank hold IVZ as of Q3 2023.

Godsey & Gibb Inc reported no remaining Invesco position as of Q3 2023 after selling out during the quarter.
Godsey & Gibb Inc sold 100 Invesco shares in Q3 2023, an estimated $1.68K.
Godsey & Gibb Inc first reported a position in Invesco in Q2 2023 and held it in 1 quarter.
Godsey & Gibb Inc's Invesco position peaked at $1.68K in Q2 2023.
491 funds tracked by Wall St. Rank held Invesco as of Q3 2023.

Based on Godsey & Gibb Inc's 13F filing for Q3 2023, filed 25 Oct 2023.