Surevest’s Invesco IVZ Stock Holding History

Surevest’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 Q3	–	Sell	-20	Closed	–	–	552
2022 Q2	$0	Hold	20	–	–	﹤0.01%	575
2022 Q1	$0	Hold	20	–	–	﹤0.01%	543
2021 Q4	$0	Buy	+20	New	+$487	﹤0.01%	535

Other funds holding IVZ

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surevest's IVZ Position: Q3 2022 in Review

Surevest sold out of Invesco (IVZ) in Q3 2022, closing a stake of 20 shares.

Surevest first reported a position in IVZ in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 504 funds tracked by Wall St. Rank hold IVZ as of Q3 2022.

Surevest reported no remaining Invesco position as of Q3 2022 after selling out during the quarter.
Surevest sold 20 Invesco shares in Q3 2022.
Surevest first reported a position in Invesco in Q4 2021 and held it in 3 quarters.
Surevest's Invesco position peaked at $0 in Q2 2022.
504 funds tracked by Wall St. Rank held Invesco as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.