IF
IVZ icon

Insight Folios’s Invesco IVZ Stock Holding History

Insight Folios’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
Q3 		$7.42M Buy
422,711
+24,517
+6% +$403K 2.65% 16
2024
Q2 		$5.96M Buy
398,194
+7,916
+2% +$122K 2.44% 22
2024
Q1 		$6.47M Buy
390,278
+7,777
+2% +$126K 2.62% 19
2023
Q4 		$6.82M Buy
382,501
+28,498
+8% +$411K 2.95% 11
2023
Q3 		$5.14M Sell
354,003
-39,411
-10% -$634K 2.51% 22
2023
Q2 		$6.61M Buy
393,414
+22,367
+6% +$360K 2.77% 18
2023
Q1 		$6.09M Buy
371,047
+18,813
+5% +$336K 2.7% 18
2022
Q4 		$6.34M Buy
352,234
+57,456
+19% +$983K 2.86% 14
2022
Q3 		$4.04M Buy
294,778
+18,197
+7% +$307K 2.06% 29
2022
Q2 		$4.46M Buy
276,581
+25,560
+10% +$484K 2.12% 29
2022
Q1 		$5.79M Buy
251,021
+19,109
+8% +$424K 2.58% 18
2021
Q4 		$5.34M Buy
231,912
+274
+0.1% +$6.67K 2.5% 15
2021
Q3 		$5.58M Sell
231,638
-75,947
-25% -$1.9M 3.07% 4
2021
Q2 		$8.22M Sell
307,585
-19,957
-6% -$544K 4.83% 1
2021
Q1 		$8.26M Sell
327,542
-25,582
-7% -$574K 5.66% 1
2020
Q4 		$6.16M Buy
353,124
+1,919
+0.5% +$29.5K 4.57% 1
2020
Q3 		$4.01M Buy
351,205
+22,850
+7% +$242K 3.71% 4
2020
Q2 		$3.53M Buy
328,355
+130,999
+66% +$1.17M 3.39% 6
2020
Q1 		$1.79M Buy
197,356
+34,680
+21% +$527K 2.05% 27
2019
Q4 		$2.92M Buy
+162,676
New +$2.77M 2.6% 29

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Insight Folios's IVZ Position: Q3 2024 in Review

Insight Folios increased its Invesco (IVZ) stake by 6.2% in Q3 2024, buying an estimated $403K and bringing the position to 422,711 shares worth $7.42M. The position accounts for 2.65% of the portfolio, ranked #16.

Insight Folios first reported a position in IVZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $8.26M in Q1 2021. 492 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Insight Folios held 422,711 shares of Invesco worth $7.42M as of Q3 2024.
  • Insight Folios bought 24,517 Invesco shares in Q3 2024, an estimated $403K.
  • Invesco made up 2.65% of Insight Folios's portfolio in Q3 2024, its #16 holding.
  • Insight Folios first reported a position in Invesco in Q4 2019 and has held it in 20 quarters since.
  • Insight Folios's Invesco position peaked at $8.26M in Q1 2021.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.