PA
IVZ icon

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 – 338
2019
Q4 		$1K Buy
+100
New +$1.71K ﹤0.01% 644

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return