PIAS
IVZ icon

PCA Investment Advisory Services’s Invesco IVZ Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-350
Closed -$5.88K – 264
2023
Q2 		$5.88K Buy
+350
New +$5.63K ﹤0.01% 422

Other funds holding IVZ

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA Investment Advisory Services's IVZ Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Invesco (IVZ) in Q3 2023, closing a stake of 350 shares — an estimated $5.88K sold.

PCA Investment Advisory Services first reported a position in IVZ in Q2 2023 and held it in 1 quarter. The position peaked at $5.88K in Q2 2023. 491 funds tracked by Wall St. Rank hold IVZ as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Invesco position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 350 Invesco shares in Q3 2023, an estimated $5.88K.
  • PCA Investment Advisory Services first reported a position in Invesco in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Invesco position peaked at $5.88K in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Invesco as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.