Pictet Asset Management (Switzerland)’s Invesco IVZ Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$2.94M	Sell	175,137 -71,777	-29%	-$1.16M	﹤0.01%	856
2023 Q1	$4.05M	Buy	246,914 +48,263	+24%	+$861K	0.01%	819
2022 Q4	$3.57M	Buy	198,651 +19,478	+11%	+$333K	0.01%	813
2022 Q3	$2.46M	Buy	179,173 +5,503	+3%	+$92.8K	﹤0.01%	888
2022 Q2	$2.8M	Sell	173,670 -14,335	-8%	-$271K	﹤0.01%	886
2022 Q1	$4.33M	Buy	188,005 +3,194	+2%	+$70.8K	﹤0.01%	842
2021 Q4	$4.25M	Sell	184,811 -2,650	-1%	-$64.5K	﹤0.01%	868
2021 Q3	$4.52M	Buy	+187,461	New	+$4.69M	0.01%	859

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s IVZ Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Invesco (IVZ) stake by 29% in Q2 2023, selling an estimated $1.16M and leaving 175,137 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Pictet Asset Management (Switzerland) first reported a position in IVZ in Q3 2021 and has held it in 8 quarters since. The position peaked at $4.52M in Q3 2021. 478 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

Pictet Asset Management (Switzerland) held 175,137 shares of Invesco worth $2.94M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 71,777 Invesco shares in Q2 2023, an estimated $1.16M.
Invesco made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #856 holding.
Pictet Asset Management (Switzerland) first reported a position in Invesco in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Invesco position peaked at $4.52M in Q3 2021.
478 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.