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IVZ icon

Sunbelt Securities’s Invesco IVZ Stock Holding History

Sunbelt Securities’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 		– Sell
-1,041
Closed -$18.3K – 1867
2024
Q3 		$18.3K Hold
1,041
– – ﹤0.01% 1191
2024
Q2 		$15.6K Buy
1,041
+92
+10% +$1.42K ﹤0.01% 1170
2024
Q1 		$15.7K Hold
949
– – ﹤0.01% 1138
2023
Q4 		$16.9K Hold
949
– – ﹤0.01% 1065
2023
Q3 		$13.8K Hold
949
– – ﹤0.01% 1085
2023
Q2 		$16K Hold
949
– – ﹤0.01% 1073
2023
Q1 		$15.3K Buy
+949
New +$16.9K ﹤0.01% 1021

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sunbelt Securities's IVZ Position: Q4 2024 in Review

Sunbelt Securities sold out of Invesco (IVZ) in Q4 2024, closing a stake of 1,041 shares — an estimated $18.3K sold.

Sunbelt Securities first reported a position in IVZ in Q1 2023 and held it in 7 quarters. The position peaked at $18.3K in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Sunbelt Securities reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,041 Invesco shares in Q4 2024, an estimated $18.3K.
  • Sunbelt Securities first reported a position in Invesco in Q1 2023 and held it in 7 quarters.
  • Sunbelt Securities's Invesco position peaked at $18.3K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.