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Old Point Trust & Financial Services N A’s Invesco IVZ Stock Holding History

Old Point Trust & Financial Services N A’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
Q2 		– Sell
-1,000
Closed -$16.6K – 438
2024
Q1 		$16.6K Buy
+1,000
New +$16.1K 0.01% 236

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TFM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Old Point Trust & Financial Services N A's IVZ Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Invesco (IVZ) in Q2 2024, closing a stake of 1,000 shares — an estimated $16.6K sold.

Old Point Trust & Financial Services N A first reported a position in IVZ in Q1 2024 and held it in 1 quarter. The position peaked at $16.6K in Q1 2024. 474 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 1,000 Invesco shares in Q2 2024, an estimated $16.6K.
  • Old Point Trust & Financial Services N A first reported a position in Invesco in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Invesco position peaked at $16.6K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.