MOS
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MGO One Seven’s Invesco IVZ Stock Holding History

MGO One Seven’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
Q2 		– Sell
-17,307
Closed -$284K – 854
2023
Q1 		$284K Buy
+17,307
New +$309K 0.02% 690
2019
Q1 		– Sell
-459
Closed -$7K – 1022
2018
Q4 		$7K Buy
+459
New +$9.19K ﹤0.01% 1257
2018
Q1 		$5K Sell
141
-81
-36% -$2.79K ﹤0.01% 1310
2017
Q4 		$8K Buy
+222
New +$8.03K ﹤0.01% 1154

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

MGO One Seven's IVZ Position: Q2 2023 in Review

MGO One Seven sold out of Invesco (IVZ) in Q2 2023, closing a stake of 17,307 shares — an estimated $284K sold.

MGO One Seven first reported a position in IVZ in Q4 2017 and held it in 4 quarters. The position peaked at $284K in Q1 2023. 478 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

  • MGO One Seven reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
  • MGO One Seven sold 17,307 Invesco shares in Q2 2023, an estimated $284K.
  • MGO One Seven first reported a position in Invesco in Q4 2017 and held it in 4 quarters.
  • MGO One Seven's Invesco position peaked at $284K in Q1 2023.
  • 478 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on MGO One Seven's 13F filing for Q2 2023, filed 11 Aug 2023.