MFT
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Moisand Fitzgerald Tamayo’s Invesco IVZ Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-70
Closed -$1K – 782
2022
Q2 		$1K Sell
70
-69
-50% -$1.3K ﹤0.01% 516
2022
Q1 		$3K Buy
+139
New +$3.08K ﹤0.01% 329
2021
Q1 		– Sell
-34
Closed -$1K – 378
2020
Q4 		$1K Buy
+34
New +$523 ﹤0.01% 332

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IVZ Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of Invesco (IVZ) in Q3 2022, closing a stake of 70 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in IVZ in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 505 funds tracked by Wall St. Rank hold IVZ as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 70 Invesco shares in Q3 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco in Q4 2020 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Invesco position peaked at $3K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Invesco as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.