Lombard Odier Asset Management (Switzerland)’s Invesco IVZ Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2022 Q1	–	Sell	-14,274	Closed	-$329K	–	279
2021 Q4	$329K	Sell	14,274 -8,410	-37%	-$205K	0.02%	296
2021 Q3	$521K	Buy	22,684 +6,312	+39%	+$158K	0.03%	190
2021 Q2	$438K	Buy	+16,372	New	+$446K	0.02%	347
2020 Q4	–	Sell	-44,316	Closed	-$506K	–	243
2020 Q3	$506K	Buy	44,316 +10,837	+32%	+$115K	0.05%	228
2020 Q2	$360K	Sell	33,479 -8,273	-20%	-$74.2K	0.06%	126
2020 Q1	$379K	Buy	+41,752	New	+$635K	0.05%	231

Other funds holding IVZ

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lombard Odier Asset Management (Switzerland)'s IVZ Position: Q1 2022 in Review

Lombard Odier Asset Management (Switzerland) sold out of Invesco (IVZ) in Q1 2022, closing a stake of 14,274 shares — an estimated $329K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in IVZ in Q1 2020 and held it in 6 quarters. The position peaked at $521K in Q3 2021. 525 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

Lombard Odier Asset Management (Switzerland) reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 14,274 Invesco shares in Q1 2022, an estimated $329K.
Lombard Odier Asset Management (Switzerland) first reported a position in Invesco in Q1 2020 and held it in 6 quarters.
Lombard Odier Asset Management (Switzerland)'s Invesco position peaked at $521K in Q3 2021.
525 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2022, filed 16 May 2022.