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Nalls Sherbakoff Group’s Invesco IVZ Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$12.3K Buy
690
+9
+1% +$130 0.01% 263
2023
Q3 		$9.89K Buy
681
+8
+1% +$129 0.01% 262
2023
Q2 		$9.67K Hold
673
– – 0.01% 268
2023
Q1 		$10.8K Buy
+673
New +$12K 0.01% 270
2018
Q4 		$16K Buy
+961
New +$19.2K 0.03% 232

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nalls Sherbakoff Group's IVZ Position: Q4 2023 in Review

Nalls Sherbakoff Group increased its Invesco (IVZ) stake by 1.3% in Q4 2023, buying an estimated $130 and bringing the position to 690 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #263.

Nalls Sherbakoff Group first reported a position in IVZ in Q4 2018 and has held it in 5 quarters since. The position peaked at $16K in Q4 2018. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • Nalls Sherbakoff Group held 690 shares of Invesco worth $12.3K as of Q4 2023.
  • Nalls Sherbakoff Group bought 9 Invesco shares in Q4 2023, an estimated $130.
  • Invesco made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #263 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco in Q4 2018 and has held it in 5 quarters since.
  • Nalls Sherbakoff Group's Invesco position peaked at $16K in Q4 2018.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.