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Kelly Financial Services’s Invesco IVZ Stock Holding History

Kelly Financial Services’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 		– Sell
-24
Closed -$359 – 427
2024
Q2 		$359 Hold
24
– – ﹤0.01% 720
2024
Q1 		$398 Hold
24
– – ﹤0.01% 735
2023
Q4 		$428 Hold
24
– – ﹤0.01% 713
2023
Q3 		$348 Hold
24
– – ﹤0.01% 707
2023
Q2 		$403 Hold
24
– – ﹤0.01% 664
2023
Q1 		$394 Hold
24
– – ﹤0.01% 643
2022
Q4 		$432 Hold
24
– – ﹤0.01% 613
2022
Q3 		$329 Hold
24
– – ﹤0.01% 636
2022
Q2 		$387 Buy
+24
New +$454 ﹤0.01% 616

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kelly Financial Services's IVZ Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco (IVZ) in Q3 2024, closing a stake of 24 shares — an estimated $359 sold.

Kelly Financial Services first reported a position in IVZ in Q2 2022 and held it in 9 quarters. The position peaked at $432 in Q4 2022. 493 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Kelly Financial Services reported no remaining Invesco position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 24 Invesco shares in Q3 2024, an estimated $359.
  • Kelly Financial Services first reported a position in Invesco in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's Invesco position peaked at $432 in Q4 2022.
  • 493 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.