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Mark Sheptoff Financial Planning’s Invesco IVZ Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-320
Closed -$5.76K – 393
2022
Q4 		$5.76K Buy
+320
New +$5.47K ﹤0.01% 303

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's IVZ Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of Invesco (IVZ) in Q1 2023, closing a stake of 320 shares — an estimated $5.76K sold.

Mark Sheptoff Financial Planning first reported a position in IVZ in Q4 2022 and held it in 1 quarter. The position peaked at $5.76K in Q4 2022. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

  • Mark Sheptoff Financial Planning reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 320 Invesco shares in Q1 2023, an estimated $5.76K.
  • Mark Sheptoff Financial Planning first reported a position in Invesco in Q4 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Invesco position peaked at $5.76K in Q4 2022.
  • 513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.