TWP
IVZ icon

TFO Wealth Partners’s Invesco IVZ Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-11
Closed -$182 – 406
2024
Q1 		$182 Hold
11
– – ﹤0.01% 515
2023
Q4 		$196 Sell
11
-25
-69% -$361 ﹤0.01% 649
2023
Q3 		$605 Buy
36
+25
+227% +$402 ﹤0.01% 403
2023
Q2 		$185 Hold
11
– – ﹤0.01% 527
2023
Q1 		$180 Buy
11
+10
+1,000% +$178 ﹤0.01% 498
2022
Q4 		$51 Buy
+1
New +$17 ﹤0.01% 852
2021
Q4 		– Sell
-140
Closed -$8K – 165
2021
Q3 		$8K Buy
+140
New +$3.5K ﹤0.01% 99

Other funds holding IVZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return