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Selective Wealth Management’s Invesco IVZ Stock Holding History

Selective 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
2022
Q4 		– Sell
-83
Closed -$1K – 426
2022
Q3 		$1K Hold
83
– – ﹤0.01% 730
2022
Q2 		$1K Buy
+83
New +$1.57K ﹤0.01% 727

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Selective Wealth Management's IVZ Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco (IVZ) in Q4 2022, closing a stake of 83 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in IVZ in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 508 funds tracked by Wall St. Rank hold IVZ as of Q4 2022.

  • Selective Wealth Management reported no remaining Invesco position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 83 Invesco shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Invesco in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Invesco position peaked at $1K in Q3 2022.
  • 508 funds tracked by Wall St. Rank held Invesco as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.