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Investors Asset Management of Georgia’s Invesco IVZ Stock Holding History

Investors Asset Management of Georgia’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
-10,337
Closed -$182K – 166
2024
Q3 		$182K Buy
10,337
+14
+0.1% +$230 0.09% 157
2024
Q2 		$154K Sell
10,323
-1,761
-15% -$27.1K 0.08% 152
2024
Q1 		$200K Buy
12,084
+19
+0.2% +$307 0.09% 148
2023
Q4 		$215K Buy
12,065
+19
+0.2% +$274 0.11% 142
2023
Q3 		$173K Hold
12,046
– – 0.1% 149
2023
Q2 		$202K Sell
12,046
-681
-5% -$11K 0.1% 152
2023
Q1 		$209K Sell
12,727
-585
-4% -$10.4K 0.11% 153
2022
Q4 		$239K Buy
13,312
+264
+2% +$4.51K 0.12% 149
2022
Q3 		$179K Sell
13,048
-835
-6% -$14.1K 0.09% 166
2022
Q2 		$224K Buy
13,883
+610
+5% +$11.5K 0.12% 148
2022
Q1 		$306K Buy
13,273
+1,509
+13% +$33.5K 0.15% 136
2021
Q4 		$271K Buy
11,764
+1,157
+11% +$28.2K 0.13% 143
2021
Q3 		$256K Buy
10,607
+607
+6% +$15.2K 0.13% 144
2021
Q2 		$267K Hold
10,000
– – 0.14% 139
2021
Q1 		$252K Buy
+10,000
New +$224K 0.15% 135

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 $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $218B AUM 29.41% 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

Investors Asset Management of Georgia's IVZ Position: Q4 2024 in Review

Investors Asset Management of Georgia sold out of Invesco (IVZ) in Q4 2024, closing a stake of 10,337 shares — an estimated $182K sold.

Investors Asset Management of Georgia first reported a position in IVZ in Q1 2021 and held it in 15 quarters. The position peaked at $306K in Q1 2022. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Investors Asset Management of Georgia reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 10,337 Invesco shares in Q4 2024, an estimated $182K.
  • Investors Asset Management of Georgia first reported a position in Invesco in Q1 2021 and held it in 15 quarters.
  • Investors Asset Management of Georgia's Invesco position peaked at $306K in Q1 2022.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2024, filed 3 Feb 2025.