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Polar Asset Management Partners’s Invesco IVZ Stock Holding History

Polar Asset Management Partners’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
Q1 		– Sell
-18,586
Closed -$428K – 1367
2021
Q4 		$428K Sell
18,586
-22,944
-55% -$558K ﹤0.01% 889
2021
Q3 		$1M Buy
+41,530
New +$1.04M 0.01% 680

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polar Asset Management Partners's IVZ Position: Q1 2022 in Review

Polar Asset Management Partners sold out of Invesco (IVZ) in Q1 2022, closing a stake of 18,586 shares — an estimated $428K sold.

Polar Asset Management Partners first reported a position in IVZ in Q3 2021 and held it in 2 quarters. The position peaked at $1M in Q3 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • Polar Asset Management Partners reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • Polar Asset Management Partners sold 18,586 Invesco shares in Q1 2022, an estimated $428K.
  • Polar Asset Management Partners first reported a position in Invesco in Q3 2021 and held it in 2 quarters.
  • Polar Asset Management Partners's Invesco position peaked at $1M in Q3 2021.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Polar Asset Management Partners's 13F filing for Q1 2022, filed 16 May 2022.