PSI Advisors’s Invesco IVZ Stock Holding History

PSI 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
2023 Q2	–	Sell	-100	Closed	-$1.64K	–	869
2023 Q1	$1.64K	Hold	100	–	–	﹤0.01%	623
2022 Q4	$1.8K	Hold	100	–	–	﹤0.01%	614
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	694
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	666
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	626
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	669
2021 Q3	$2K	Buy	+100	New	+$2.5K	﹤0.01%	656
2020 Q1	–	Sell	-100	Closed	-$1K	–	336
2019 Q4	$1K	Buy	+100	New	+$1.71K	﹤0.01%	644

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

PSI Advisors's IVZ Position: Q2 2023 in Review

PSI Advisors sold out of Invesco (IVZ) in Q2 2023, closing a stake of 100 shares — an estimated $1.64K sold.

PSI Advisors first reported a position in IVZ in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 478 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

PSI Advisors reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 100 Invesco shares in Q2 2023, an estimated $1.64K.
PSI Advisors first reported a position in Invesco in Q4 2019 and held it in 8 quarters.
PSI Advisors's Invesco position peaked at $2K in Q2 2022.
478 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.