NBT Bank’s Invesco IVZ Stock Holding History

NBT Bank’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
2024 Q4	–	Sell	-1,473	Closed	-$25.9K	–	828
2024 Q3	$25.9K	Buy	+1,473	New	+$24.2K	﹤0.01%	596

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NBT Bank's IVZ Position: Q4 2024 in Review

NBT Bank sold out of Invesco (IVZ) in Q4 2024, closing a stake of 1,473 shares — an estimated $25.9K sold.

NBT Bank first reported a position in IVZ in Q3 2024 and held it in 1 quarter. The position peaked at $25.9K in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

NBT Bank reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
NBT Bank sold 1,473 Invesco shares in Q4 2024, an estimated $25.9K.
NBT Bank first reported a position in Invesco in Q3 2024 and held it in 1 quarter.
NBT Bank's Invesco position peaked at $25.9K in Q3 2024.
524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on NBT Bank's 13F filing for Q4 2024, filed 7 Feb 2025.