Gratus Wealth Advisors’s Invesco IVZ Stock Holding History

Gratus Wealth 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
2024 Q1	–	Sell	-21,018	Closed	-$375K	–	138
2023 Q4	$375K	Buy	+21,018	New	+$303K	0.07%	102

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 $3.37T AUM 44.26% 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

Gratus Wealth Advisors's IVZ Position: Q1 2024 in Review

Gratus Wealth Advisors sold out of Invesco (IVZ) in Q1 2024, closing a stake of 21,018 shares — an estimated $375K sold.

Gratus Wealth Advisors first reported a position in IVZ in Q4 2023 and held it in 1 quarter. The position peaked at $375K in Q4 2023. 496 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

Gratus Wealth Advisors reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
Gratus Wealth Advisors sold 21,018 Invesco shares in Q1 2024, an estimated $375K.
Gratus Wealth Advisors first reported a position in Invesco in Q4 2023 and held it in 1 quarter.
Gratus Wealth Advisors's Invesco position peaked at $375K in Q4 2023.
496 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Gratus Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.