MTWM
IVZ icon

Masso Torrence Wealth Management’s Invesco IVZ Stock Holding History

Masso Torrence Wealth Management’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
-1,653
Closed -$38K – 219
2021
Q4 		$38K Buy
+1,653
New +$40.2K 0.03% 169

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Masso Torrence Wealth Management's IVZ Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Invesco (IVZ) in Q1 2022, closing a stake of 1,653 shares — an estimated $38K sold.

Masso Torrence Wealth Management first reported a position in IVZ in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,653 Invesco shares in Q1 2022, an estimated $38K.
  • Masso Torrence Wealth Management first reported a position in Invesco in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Invesco position peaked at $38K in Q4 2021.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.