Sierra Ocean’s Invesco IVZ Stock Holding History

Sierra Ocean’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
2025 Q1	–	Sell	-66	Closed	-$1.13K	–	1086
2024 Q4	$1.17K	Buy	+66	New	+$1.18K	﹤0.01%	887

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sierra Ocean's IVZ Position: Q1 2025 in Review

Sierra Ocean sold out of Invesco (IVZ) in Q1 2025, closing a stake of 66 shares — an estimated $1.13K sold.

Sierra Ocean first reported a position in IVZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.17K in Q4 2024. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

Sierra Ocean reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 66 Invesco shares in Q1 2025, an estimated $1.13K.
Sierra Ocean first reported a position in Invesco in Q4 2024 and held it in 1 quarter.
Sierra Ocean's Invesco position peaked at $1.17K in Q4 2024.
518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.