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ICA Group Wealth Management’s Invesco IVZ Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-210
Closed -$3.48K – 1037
2024
Q1 		$3.48K Buy
210
+3
+1% +$48 ﹤0.01% 1098
2023
Q4 		$3.69K Buy
+207
New +$2.99K ﹤0.01% 1082
2023
Q3 		– Sell
-962
Closed -$16.2K – 704
2023
Q2 		$16.2K Buy
962
+3
+0.3% +$48 ﹤0.01% 742
2023
Q1 		$15.7K Buy
959
+199
+26% +$3.55K ﹤0.01% 722
2022
Q4 		$13.7K Buy
+760
New +$13K ﹤0.01% 767

Other funds holding IVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ICA Group Wealth Management's IVZ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Invesco (IVZ) in Q2 2024, closing a stake of 210 shares — an estimated $3.48K sold.

ICA Group Wealth Management first reported a position in IVZ in Q4 2022 and held it in 5 quarters. The position peaked at $16.2K in Q2 2023. 474 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 210 Invesco shares in Q2 2024, an estimated $3.48K.
  • ICA Group Wealth Management first reported a position in Invesco in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Invesco position peaked at $16.2K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.