Sugarloaf Wealth Management’s Invesco IVZ Stock Holding History

Sugarloaf 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 Q4	$874	Hold	50	–	–	﹤0.01%	656
2024 Q3	$878	Hold	50	–	–	﹤0.01%	644
2024 Q2	$748	Hold	50	–	–	﹤0.01%	623
2024 Q1	$830	Hold	50	–	–	﹤0.01%	630
2023 Q4	$892	Sell	50 -920	-95%	-$13.3K	﹤0.01%	634
2023 Q3	$14.1K	Hold	970	–	–	﹤0.01%	427
2023 Q2	$16.3K	Hold	970	–	–	﹤0.01%	414
2023 Q1	$15.9K	Hold	970	–	–	﹤0.01%	421
2022 Q4	$17.4K	Hold	970	–	–	﹤0.01%	425
2022 Q3	$14K	Hold	970	–	–	﹤0.01%	468
2022 Q2	$3K	Hold	970	–	–	﹤0.01%	660
2022 Q1	$22K	Hold	970	–	–	0.01%	392
2021 Q4	$22K	Hold	970	–	–	0.01%	410
2021 Q3	$23K	Hold	970	–	–	0.01%	401
2021 Q2	$26K	Hold	970	–	–	0.01%	380
2021 Q1	$24	Hold	970	–	–	0.01%	376
2020 Q4	$17K	Sell	970 -153	-14%	-$2.35K	0.01%	409
2020 Q3	$13K	Buy	+1,123	New	+$11.9K	﹤0.01%	425
2020 Q2	–	Sell	-1,118	Closed	-$10K	–	698
2020 Q1	$10K	Buy	1,118 +3	+0.3%	+$46	﹤0.01%	433
2019 Q4	$20K	Buy	+1,115	New	+$19K	0.01%	368

Other funds holding IVZ

MMLI

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

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

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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sugarloaf Wealth Management's IVZ Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Invesco (IVZ) position steady in Q4 2024 at 50 shares worth $874. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Sugarloaf Wealth Management first reported a position in IVZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $26K in Q2 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

Sugarloaf Wealth Management held 50 shares of Invesco worth $874 as of Q4 2024.
Sugarloaf Wealth Management left its Invesco share count unchanged in Q4 2024.
Invesco made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #656 holding.
Sugarloaf Wealth Management first reported a position in Invesco in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Invesco position peaked at $26K in Q2 2021.
524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.