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Peterson Financial Group’s Invesco IVZ Stock Holding History

Peterson Financial 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
2024
Q3 		$5.63K Buy
+321
New +$5.27K 0.02% 281

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Peterson Financial Group's IVZ Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Invesco (IVZ) in Q3 2024: 321 shares worth $5.63K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings.

493 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Peterson Financial Group held 321 shares of Invesco worth $5.63K as of Q3 2024.
  • Invesco was a new Peterson Financial Group position in Q3 2024.
  • Invesco made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #281 holding.
  • 493 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.