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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 – 405
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TFO Wealth Partners's IVZ Position: Q2 2024 in Review

TFO Wealth Partners sold out of Invesco (IVZ) in Q2 2024, closing a stake of 11 shares — an estimated $182 sold.

TFO Wealth Partners first reported a position in IVZ in Q3 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 475 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

  • TFO Wealth Partners reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Invesco shares in Q2 2024, an estimated $182.
  • TFO Wealth Partners first reported a position in Invesco in Q3 2021 and held it in 7 quarters.
  • TFO Wealth Partners's Invesco position peaked at $8K in Q3 2021.
  • 475 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.