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TwinBeech Capital’s Invesco IVZ Stock Holding History

TwinBeech Capital’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
Q3 		– Sell
-10,868
Closed -$171K – 693
2025
Q2 		$171K Buy
+10,868
New +$156K ﹤0.01% 593
2025
Q1 		– Sell
-30,032
Closed -$525K – 830
2024
Q4 		$525K Buy
+30,032
New +$535K 0.01% 450
2024
Q1 		– Sell
-666,107
Closed -$11.9M – 716
2023
Q4 		$11.9M Buy
666,107
+644,073
+2,923% +$9.29M 0.19% 154
2023
Q3 		$320K Buy
+22,034
New +$355K 0.01% 569
2023
Q2 		– Sell
-11,400
Closed -$187K – 736
2023
Q1 		$187K Buy
+11,400
New +$203K ﹤0.01% 566
2022
Q1 		– Sell
-192,000
Closed -$4.42M – 619
2021
Q4 		$4.42M Sell
192,000
-117,182
-38% -$2.85M 0.25% 115
2021
Q3 		$7.45M Buy
+309,182
New +$7.73M 0.52% 41

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return