Gulf International Bank (UK)’s Invesco IVZ Stock Holding History

Gulf International Bank (UK)’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	-31,631	Closed	-$459K	–	674
2023 Q3	$459K	Sell	31,631 -2,693	-8%	-$43.3K	0.01%	606
2023 Q2	$576K	Sell	34,324 -10,202	-23%	-$164K	0.01%	601
2023 Q1	$730K	Sell	44,526 -15,649	-26%	-$279K	0.02%	597
2022 Q4	$1.08M	Hold	60,175	–	–	0.02%	571
2022 Q3	$824K	Hold	60,175	–	–	0.02%	583
2022 Q2	$990K	Hold	60,175	–	–	0.02%	577
2022 Q1	$1.39M	Hold	60,175	–	–	0.02%	553
2021 Q4	$1.39M	Hold	60,175	–	–	0.02%	572
2021 Q3	$1.45M	Sell	60,175 -6,353	-10%	-$159K	0.02%	591
2021 Q2	$1.78M	Sell	66,528 -1,153	-2%	-$31.4K	0.02%	585
2021 Q1	$1.71M	Sell	67,681 -26,792	-28%	-$601K	0.02%	569
2020 Q4	$1.65M	Buy	+94,473	New	+$1.45M	0.02%	595

Other funds holding IVZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Geode Capital Management

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return