SYM Financial Corp’s Invesco IVZ Stock Holding History

SYM Financial Corp’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	-12,029	Closed	-$210K	–	372
2024 Q4	$210K	Buy	+12,029	New	+$214K	0.03%	226

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

SYM Financial Corp's IVZ Position: Q1 2025 in Review

SYM Financial Corp sold out of Invesco (IVZ) in Q1 2025, closing a stake of 12,029 shares — an estimated $210K sold.

SYM Financial Corp first reported a position in IVZ in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

SYM Financial Corp reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
SYM Financial Corp sold 12,029 Invesco shares in Q1 2025, an estimated $210K.
SYM Financial Corp first reported a position in Invesco in Q4 2024 and held it in 1 quarter.
SYM Financial Corp's Invesco position peaked at $210K in Q4 2024.
518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.