HH
IVZ icon

Hilltop Holdings’s Invesco IVZ Stock Holding History

Hilltop Holdings’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
Q2 		– Sell
-34,336
Closed -$563K – 585
2023
Q1 		$563K Buy
34,336
+1,804
+6% +$32.2K 0.08% 261
2022
Q4 		$585K Sell
32,532
-61
-0.2% -$1.04K 0.08% 250
2022
Q3 		$446K Sell
32,593
-447
-1% -$7.54K 0.06% 287
2022
Q2 		$533K Buy
33,040
+123
+0.4% +$2.33K 0.07% 265
2022
Q1 		$759K Buy
32,917
+2,510
+8% +$55.7K 0.09% 224
2021
Q4 		$700K Buy
30,407
+1,844
+6% +$44.9K 0.07% 260
2021
Q3 		$688K Buy
28,563
+4,550
+19% +$114K 0.08% 260
2021
Q2 		$642K Buy
+24,013
New +$654K 0.07% 265
2020
Q2 		– Sell
-14,673
Closed -$133K – 399
2020
Q1 		$133K Buy
14,673
+722
+5% +$11K 0.03% 327
2019
Q4 		$251K Sell
13,951
-2,585
-16% -$44.1K 0.05% 334
2019
Q3 		$281K Buy
16,536
+5,943
+56% +$105K 0.05% 315
2019
Q2 		$217K Sell
10,593
-3,529
-25% -$73.3K 0.05% 336
2019
Q1 		$272K Buy
+14,122
New +$264K 0.06% 304

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return