Syverson Strege & Co’s Invesco IVZ Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-171	Closed	-$2.8K	–	338
2023 Q1	$2.8K	Hold	171	–	–	﹤0.01%	427
2022 Q4	$3.08K	Hold	171	–	–	﹤0.01%	248
2022 Q3	$2K	Hold	171	–	–	﹤0.01%	249
2022 Q2	$3K	Hold	171	–	–	﹤0.01%	279
2022 Q1	$4K	Hold	171	–	–	﹤0.01%	251
2021 Q4	$4K	Buy	+171	New	+$4.16K	﹤0.01%	245

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Syverson Strege & Co's IVZ Position: Q2 2023 in Review

Syverson Strege & Co sold out of Invesco (IVZ) in Q2 2023, closing a stake of 171 shares — an estimated $2.8K sold.

Syverson Strege & Co first reported a position in IVZ in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 478 funds tracked by Wall St. Rank hold IVZ as of Q2 2023.

Syverson Strege & Co reported no remaining Invesco position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 171 Invesco shares in Q2 2023, an estimated $2.8K.
Syverson Strege & Co first reported a position in Invesco in Q4 2021 and held it in 6 quarters.
Syverson Strege & Co's Invesco position peaked at $4K in Q1 2022.
478 funds tracked by Wall St. Rank held Invesco as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.