Retirement Group’s Invesco IVZ Stock Holding History

Retirement Group’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 Q3	–	Sell	-60	Closed	-$1.01K	–	807
2023 Q2	$1.01K	Hold	60	–	–	﹤0.01%	668
2023 Q1	$1K	Hold	60	–	–	﹤0.01%	643
2022 Q4	$1K	Hold	60	–	–	﹤0.01%	580
2022 Q3	$1K	Buy	+60	New	+$1.01K	﹤0.01%	440

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 $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Retirement Group's IVZ Position: Q3 2023 in Review

Retirement Group sold out of Invesco (IVZ) in Q3 2023, closing a stake of 60 shares — an estimated $1.01K sold.

Retirement Group first reported a position in IVZ in Q3 2022 and held it in 4 quarters. The position peaked at $1.01K in Q2 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q3 2023.

Retirement Group reported no remaining Invesco position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 60 Invesco shares in Q3 2023, an estimated $1.01K.
Retirement Group first reported a position in Invesco in Q3 2022 and held it in 4 quarters.
Retirement Group's Invesco position peaked at $1.01K in Q2 2023.
492 funds tracked by Wall St. Rank held Invesco as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.