RWM
IVZ icon

Ruedi Wealth Management’s Invesco IVZ Stock Holding History

Ruedi Wealth 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
2024
Q3 		– Sell
-7
Closed -$105 – 427
2024
Q2 		$105 Buy
+7
New +$108 ﹤0.01% 477

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ruedi Wealth Management's IVZ Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Invesco (IVZ) in Q3 2024, closing a stake of 7 shares — an estimated $105 sold.

Ruedi Wealth Management first reported a position in IVZ in Q2 2024 and held it in 1 quarter. The position peaked at $105 in Q2 2024. 492 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Invesco position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 7 Invesco shares in Q3 2024, an estimated $105.
  • Ruedi Wealth Management first reported a position in Invesco in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Invesco position peaked at $105 in Q2 2024.
  • 492 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.