Mutual Advisors’s Invesco IVZ Stock Holding History

Mutual Advisors’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	-11,776	Closed	-$193K	–	1034
2023 Q1	$193K	Buy	+11,776	New	+$210K	0.01%	930
2021 Q2	–	Sell	-76,372	Closed	-$1.93M	–	836
2021 Q1	$1.93M	Buy	+76,372	New	+$1.71M	0.13%	189

Other funds holding IVZ

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

TFM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Mutual Advisors's IVZ Position: Q2 2023 in Review

Mutual Advisors sold out of Invesco (IVZ) in Q2 2023, closing a stake of 11,776 shares — an estimated $193K sold.

Mutual Advisors first reported a position in IVZ in Q1 2021 and held it in 2 quarters. The position peaked at $1.93M in Q1 2021. 477 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

Mutual Advisors reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
Mutual Advisors sold 11,776 Invesco shares in Q2 2023, an estimated $193K.
Mutual Advisors first reported a position in Invesco in Q1 2021 and held it in 2 quarters.
Mutual Advisors's Invesco position peaked at $1.93M in Q1 2021.
477 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.