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Oversea-Chinese Banking Corp (OCBC)’s Invesco IVZ Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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 		– Sell
-31,757
Closed -$461K – 361
2023
Q3 		$461K Buy
+31,757
New +$511K 0.02% 276

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 $3.38T AUM 44.17% 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

Oversea-Chinese Banking Corp (OCBC)'s IVZ Position: Q4 2023 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of Invesco (IVZ) in Q4 2023, closing a stake of 31,757 shares — an estimated $461K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in IVZ in Q3 2023 and held it in 1 quarter. The position peaked at $461K in Q3 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 31,757 Invesco shares in Q4 2023, an estimated $461K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Invesco in Q3 2023 and held it in 1 quarter.
  • Oversea-Chinese Banking Corp (OCBC)'s Invesco position peaked at $461K in Q3 2023.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q4 2023, filed 1 Feb 2024.