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IVZ icon

IFM Investors’s Invesco IVZ Stock Holding History

IFM Investors’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
-65,513
Closed -$951K – 603
2023
Q3 		$951K Hold
65,513
– – 0.01% 594
2023
Q2 		$1.1M Hold
65,513
– – 0.01% 586
2023
Q1 		$1.07M Buy
65,513
+815
+1% +$14.5K 0.02% 579
2022
Q4 		$1.16M Sell
64,698
-4,591
-7% -$78.5K 0.02% 567
2022
Q3 		$949K Buy
69,289
+1,435
+2% +$24.2K 0.02% 574
2022
Q2 		$1.09M Sell
67,854
-726
-1% -$13.7K 0.02% 562
2022
Q1 		$1.58M Buy
68,580
+14,100
+26% +$313K 0.02% 524
2021
Q4 		$1.25M Sell
54,480
-17
-0% -$414 0.02% 555
2021
Q3 		$1.31M Buy
+54,497
New +$1.36M 0.03% 533
2021
Q2 		– Sell
-41,578
Closed -$1.05M – 608
2021
Q1 		$1.05M Buy
41,578
+2,933
+8% +$65.8K 0.03% 532
2020
Q4 		$674K Buy
38,645
+10,391
+37% +$160K 0.02% 565
2020
Q3 		$322K Sell
28,254
-1,459
-5% -$15.5K 0.01% 589
2020
Q2 		$320K Sell
29,713
-15,852
-35% -$142K 0.02% 580
2020
Q1 		$436K Sell
45,565
-2,838
-6% -$43.1K 0.02% 545
2019
Q4 		$870K Sell
48,403
-31
-0.1% -$529 0.03% 507
2019
Q3 		$820K Buy
48,434
+23,946
+98% +$423K 0.03% 503
2019
Q2 		$501K Hold
24,488
– – 0.03% 528
2019
Q1 		$473K Hold
24,488
– – 0.03% 504
2018
Q4 		$410K Buy
24,488
+2,356
+11% +$47.1K 0.03% 494
2018
Q3 		$506K Buy
22,132
+3,528
+19% +$88.2K 0.04% 474
2018
Q2 		$494K Buy
18,604
+5,932
+47% +$171K 0.05% 429
2018
Q1 		$406K Buy
12,672
+774
+7% +$26.7K 0.06% 367
2017
Q4 		$435K Hold
11,898
– – 0.07% 332
2017
Q3 		$417K Buy
11,898
+245
+2% +$8.37K 0.07% 326
2017
Q2 		$410K Buy
11,653
+2,894
+33% +$94.3K 0.07% 319
2017
Q1 		$268K Buy
+8,759
New +$274K 0.07% 351

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFM Investors's IVZ Position: Q4 2023 in Review

IFM Investors sold out of Invesco (IVZ) in Q4 2023, closing a stake of 65,513 shares — an estimated $951K sold.

IFM Investors first reported a position in IVZ in Q1 2017 and held it in 26 quarters. The position peaked at $1.58M in Q1 2022. 491 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • IFM Investors reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • IFM Investors sold 65,513 Invesco shares in Q4 2023, an estimated $951K.
  • IFM Investors first reported a position in Invesco in Q1 2017 and held it in 26 quarters.
  • IFM Investors's Invesco position peaked at $1.58M in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.