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Professional Financial Advisors’s Invesco IVZ Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-1,331
Closed -$18K – 268
2022
Q3 		$18K Hold
1,331
– – 0.01% 238
2022
Q2 		$21K Hold
1,331
– – 0.01% 227
2022
Q1 		$31K Hold
1,331
– – 0.01% 186
2021
Q4 		$31K Hold
1,331
– – 0.01% 210
2021
Q3 		$32K Hold
1,331
– – 0.02% 172
2021
Q2 		$35K Hold
1,331
– – 0.02% 172
2021
Q1 		$34K Hold
1,331
– – 0.02% 155
2020
Q4 		$23K Hold
1,331
– – 0.02% 182
2020
Q3 		$17K Buy
+1,331
New +$14.1K 0.02% 187

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Professional Financial Advisors's IVZ Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco (IVZ) in Q4 2022, closing a stake of 1,331 shares — an estimated $18K sold.

Professional Financial Advisors first reported a position in IVZ in Q3 2020 and held it in 9 quarters. The position peaked at $35K in Q2 2021. 508 funds tracked by Wall St. Rank hold IVZ as of Q4 2022.

  • Professional Financial Advisors reported no remaining Invesco position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,331 Invesco shares in Q4 2022, an estimated $18K.
  • Professional Financial Advisors first reported a position in Invesco in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Invesco position peaked at $35K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held Invesco as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.