Romano Brothers & Co’s Invesco IVZ Stock Holding History

Romano Brothers & Co’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	-2,000	Closed	-$36K	–	622
2022 Q4	$36K	Buy	+2,000	New	+$34.2K	0.01%	522

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

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

Romano Brothers & Co's IVZ Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco (IVZ) in Q1 2023, closing a stake of 2,000 shares — an estimated $36K sold.

Romano Brothers & Co first reported a position in IVZ in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

Romano Brothers & Co reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 2,000 Invesco shares in Q1 2023, an estimated $36K.
Romano Brothers & Co first reported a position in Invesco in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Invesco position peaked at $36K in Q4 2022.
513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.