IIM
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INTECH Investment Management’s Invesco IVZ Stock Holding History

INTECH Investment 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
2023
Q4 		– Sell
-71,233
Closed -$1.03M – 721
2023
Q3 		$1.03M Sell
71,233
-6,505
-8% -$105K 0.02% 434
2023
Q2 		$1.31M Sell
77,738
-475,685
-86% -$7.66M 0.01% 420
2023
Q1 		$9.08M Sell
553,423
-214,548
-28% -$3.83M 0.07% 293
2022
Q4 		$13.8M Buy
767,971
+61,813
+9% +$1.06M 0.1% 243
2022
Q3 		$9.67M Sell
706,158
-741,189
-51% -$12.5M 0.07% 284
2022
Q2 		$23.3M Buy
+1,447,347
New +$27.4M 0.13% 177

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

INTECH Investment Management's IVZ Position: Q4 2023 in Review

INTECH Investment Management sold out of Invesco (IVZ) in Q4 2023, closing a stake of 71,233 shares — an estimated $1.03M sold.

INTECH Investment Management first reported a position in IVZ in Q2 2022 and held it in 6 quarters. The position peaked at $23.3M in Q2 2022. 491 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • INTECH Investment Management reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • INTECH Investment Management sold 71,233 Invesco shares in Q4 2023, an estimated $1.03M.
  • INTECH Investment Management first reported a position in Invesco in Q2 2022 and held it in 6 quarters.
  • INTECH Investment Management's Invesco position peaked at $23.3M in Q2 2022.
  • 491 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on INTECH Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.