The Family Firm’s Invesco IVZ Stock Holding History

The Family Firm’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 Q3	–	Sell	-1,877	Closed	-$28.1K	–	529
2024 Q2	$28.1K	Buy	+1,877	New	+$28.9K	0.01%	514

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

The Family Firm's IVZ Position: Q3 2024 in Review

The Family Firm sold out of Invesco (IVZ) in Q3 2024, closing a stake of 1,877 shares — an estimated $28.1K sold.

The Family Firm first reported a position in IVZ in Q2 2024 and held it in 1 quarter. The position peaked at $28.1K in Q2 2024. 493 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

The Family Firm reported no remaining Invesco position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,877 Invesco shares in Q3 2024, an estimated $28.1K.
The Family Firm first reported a position in Invesco in Q2 2024 and held it in 1 quarter.
The Family Firm's Invesco position peaked at $28.1K in Q2 2024.
493 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.