JPWM
IVZ icon

Jamison Private Wealth Management’s Invesco IVZ Stock Holding History

Jamison Private Wealth 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
Q2 		– Sell
-80
Closed -$1.33K – 485
2024
Q1 		$1.33K Buy
+80
New +$1.29K ﹤0.01% 410

Other funds holding IVZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jamison Private Wealth Management's IVZ Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Invesco (IVZ) in Q2 2024, closing a stake of 80 shares — an estimated $1.33K sold.

Jamison Private Wealth Management first reported a position in IVZ in Q1 2024 and held it in 1 quarter. The position peaked at $1.33K in Q1 2024. 474 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 80 Invesco shares in Q2 2024, an estimated $1.33K.
  • Jamison Private Wealth Management first reported a position in Invesco in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Invesco position peaked at $1.33K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.