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Raleigh Capital Management’s Invesco IVZ Stock Holding History

Raleigh Capital Management’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
2025
Q1 		– Sell
-372
Closed -$6.5K – 800
2024
Q4 		$6.5K Buy
372
+195
+110% +$3.47K ﹤0.01% 676
2024
Q3 		$3.11K Buy
177
+22
+14% +$361 ﹤0.01% 767
2024
Q2 		$2.32K Sell
155
-10
-6% -$154 ﹤0.01% 766
2024
Q1 		$2.74K Sell
165
-71
-30% -$1.15K ﹤0.01% 729
2023
Q4 		$4.22K Buy
236
+220
+1,375% +$3.17K ﹤0.01% 766
2023
Q3 		$237 Buy
+16
New +$258 ﹤0.01% 923

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raleigh Capital Management's IVZ Position: Q1 2025 in Review

Raleigh Capital Management sold out of Invesco (IVZ) in Q1 2025, closing a stake of 372 shares — an estimated $6.5K sold.

Raleigh Capital Management first reported a position in IVZ in Q3 2023 and held it in 6 quarters. The position peaked at $6.5K in Q4 2024. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Raleigh Capital Management reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 372 Invesco shares in Q1 2025, an estimated $6.5K.
  • Raleigh Capital Management first reported a position in Invesco in Q3 2023 and held it in 6 quarters.
  • Raleigh Capital Management's Invesco position peaked at $6.5K in Q4 2024.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.