Kula Investments’s Invesco IVZ Stock Holding History

Kula Investments’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 Q1	$658K	Buy	+40,138	New	+$716K	0.16%	231

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kula Investments's IVZ Position: Q1 2023 in Review

Kula Investments opened a new position in Invesco (IVZ) in Q1 2023: 40,138 shares worth $658K. The stake represents 0.16% of the portfolio and ranks #231 among its holdings.

512 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

Kula Investments held 40,138 shares of Invesco worth $658K as of Q1 2023.
Invesco was a new Kula Investments position in Q1 2023.
Invesco made up 0.16% of Kula Investments's portfolio in Q1 2023, its #231 holding.
512 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.