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Livelsberger Financial Advisory’s Invesco IVZ Stock Holding History

Livelsberger Financial Advisory’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
-43
Closed -$766 – 100
2023
Q4 		$766 Buy
+43
New +$620 ﹤0.01% 430

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

Livelsberger Financial Advisory's IVZ Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Invesco (IVZ) in Q1 2024, closing a stake of 43 shares — an estimated $766 sold.

Livelsberger Financial Advisory first reported a position in IVZ in Q4 2023 and held it in 1 quarter. The position peaked at $766 in Q4 2023. 497 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 43 Invesco shares in Q1 2024, an estimated $766.
  • Livelsberger Financial Advisory first reported a position in Invesco in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Invesco position peaked at $766 in Q4 2023.
  • 497 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.