Retirement Financial Solutions’s Invesco IVZ Stock Holding History

Retirement Financial Solutions’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 Q1	–	Sell	-30	Closed	-$540	–	133
2022 Q4	$540	Buy	+30	New	+$513	﹤0.01%	264

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Financial Solutions's IVZ Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Invesco (IVZ) in Q1 2023, closing a stake of 30 shares — an estimated $540 sold.

Retirement Financial Solutions first reported a position in IVZ in Q4 2022 and held it in 1 quarter. The position peaked at $540 in Q4 2022. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

Retirement Financial Solutions reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
Retirement Financial Solutions sold 30 Invesco shares in Q1 2023, an estimated $540.
Retirement Financial Solutions first reported a position in Invesco in Q4 2022 and held it in 1 quarter.
Retirement Financial Solutions's Invesco position peaked at $540 in Q4 2022.
513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.