RPCA
IVZ icon

Running Point Capital Advisors’s Invesco IVZ Stock Holding History

Running Point Capital Advisors’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
-13,000
Closed -$234K – 178
2022
Q4 		$234K Hold
13,000
– – 0.14% 91
2022
Q3 		$178K Sell
13,000
-45
-0.3% -$759 0.12% 96
2022
Q2 		$210K Sell
13,045
-211
-2% -$3.99K 0.13% 93
2022
Q1 		$306K Buy
+13,256
New +$294K 0.18% 69

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Running Point Capital Advisors's IVZ Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Invesco (IVZ) in Q1 2023, closing a stake of 13,000 shares — an estimated $234K sold.

Running Point Capital Advisors first reported a position in IVZ in Q1 2022 and held it in 4 quarters. The position peaked at $306K in Q1 2022. 513 funds tracked by Wall St. Rank hold IVZ as of Q1 2023.

  • Running Point Capital Advisors reported no remaining Invesco position as of Q1 2023 after selling out during the quarter.
  • Running Point Capital Advisors sold 13,000 Invesco shares in Q1 2023, an estimated $234K.
  • Running Point Capital Advisors first reported a position in Invesco in Q1 2022 and held it in 4 quarters.
  • Running Point Capital Advisors's Invesco position peaked at $306K in Q1 2022.
  • 513 funds tracked by Wall St. Rank held Invesco as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.