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International Assets Investment Management’s Invesco IVZ Stock Holding History

International Assets 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
2024
Q4 		– Sell
-1,075
Closed -$18.9K – 1325
2024
Q3 		$18.9K Buy
+1,075
New +$17.7K ﹤0.01% 1396
2021
Q2 		– Sell
-607
Closed -$11K – 1171
2021
Q1 		$11K Hold
607
– – ﹤0.01% 1529
2020
Q4 		$11K Buy
+607
New +$9.34K ﹤0.01% 1392

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

International Assets Investment Management's IVZ Position: Q4 2024 in Review

International Assets Investment Management sold out of Invesco (IVZ) in Q4 2024, closing a stake of 1,075 shares — an estimated $18.9K sold.

International Assets Investment Management first reported a position in IVZ in Q4 2020 and held it in 3 quarters. The position peaked at $18.9K in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • International Assets Investment Management reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,075 Invesco shares in Q4 2024, an estimated $18.9K.
  • International Assets Investment Management first reported a position in Invesco in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Invesco position peaked at $18.9K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.