OLVIG
IVZ icon

Oliver Lagore Vanvalin Investment Group’s Invesco IVZ Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q4 		– Sell
-17
Closed – – 722
2022
Q3 		$0 Hold
17
– – ﹤0.01% 679
2022
Q2 		$0 Buy
+17
New +$322 ﹤0.01% 660

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IVZ Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invesco (IVZ) in Q4 2022, closing a stake of 17 shares.

Oliver Lagore Vanvalin Investment Group first reported a position in IVZ in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 509 funds tracked by Wall St. Rank hold IVZ as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Invesco position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 17 Invesco shares in Q4 2022.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Invesco position peaked at $0 in Q3 2022.
  • 509 funds tracked by Wall St. Rank held Invesco as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.