LF
IVZ icon

Lee Financial’s Invesco IVZ Stock Holding History

Lee Financial’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
Q1 		– Sell
-185
Closed -$3.3K – 500
2023
Q4 		$3.3K Buy
+185
New +$2.67K ﹤0.01% 632
2023
Q1 		– Sell
-14
Closed -$252 – 878
2022
Q4 		$252 Hold
14
– – ﹤0.01% 866
2022
Q3 		$0 Hold
14
– – ﹤0.01% 912
2022
Q2 		$0 Buy
+14
New +$265 ﹤0.01% 916
2021
Q4 		– Sell
-202
Closed -$5K – 928
2021
Q3 		$5K Buy
202
+1
+0.5% +$25 ﹤0.01% 491
2021
Q2 		$5K Buy
+201
New +$5.48K ﹤0.01% 461
2018
Q3 		– Sell
-52
Closed -$1K – 588
2018
Q2 		$1K Buy
+52
New +$1.5K ﹤0.01% 754

Other funds holding IVZ

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lee Financial's IVZ Position: Q1 2024 in Review

Lee Financial sold out of Invesco (IVZ) in Q1 2024, closing a stake of 185 shares — an estimated $3.3K sold.

Lee Financial first reported a position in IVZ in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 497 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

  • Lee Financial reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 185 Invesco shares in Q1 2024, an estimated $3.3K.
  • Lee Financial first reported a position in Invesco in Q2 2018 and held it in 7 quarters.
  • Lee Financial's Invesco position peaked at $5K in Q3 2021.
  • 497 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.