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Riverview Trust Company’s Invesco IVZ Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-852
Closed -$12.4K – 363
2023
Q3 		$12.4K Hold
852
– – 0.01% 628
2023
Q2 		$14.3K Hold
852
– – 0.01% 556
2023
Q1 		$14K Hold
852
– – 0.01% 537
2022
Q4 		$15K Buy
+852
New +$14.6K 0.01% 429
2022
Q3 		– Sell
-2,999
Closed -$48K – 801
2022
Q2 		$48K Buy
+2,999
New +$56.7K 0.04% 215
2019
Q2 		– Sell
-93
Closed -$2K – 334
2019
Q1 		$2K Buy
+93
New +$1.74K ﹤0.01% 390

Other funds holding IVZ

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Riverview Trust Company's IVZ Position: Q4 2023 in Review

Riverview Trust Company sold out of Invesco (IVZ) in Q4 2023, closing a stake of 852 shares — an estimated $12.4K sold.

Riverview Trust Company first reported a position in IVZ in Q1 2019 and held it in 6 quarters. The position peaked at $48K in Q2 2022. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

  • Riverview Trust Company reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 852 Invesco shares in Q4 2023, an estimated $12.4K.
  • Riverview Trust Company first reported a position in Invesco in Q1 2019 and held it in 6 quarters.
  • Riverview Trust Company's Invesco position peaked at $48K in Q2 2022.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.