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West Branch Capital’s Invesco IVZ Stock Holding History

West Branch 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
2024
Q4 		– Sell
-3
Closed -$53 – 592
2024
Q3 		$53 Buy
+3
New +$49 ﹤0.01% 577

Other funds holding IVZ

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

West Branch Capital's IVZ Position: Q4 2024 in Review

West Branch Capital sold out of Invesco (IVZ) in Q4 2024, closing a stake of 3 shares — an estimated $53 sold.

West Branch Capital first reported a position in IVZ in Q3 2024 and held it in 1 quarter. The position peaked at $53 in Q3 2024. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • West Branch Capital reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 3 Invesco shares in Q4 2024, an estimated $53.
  • West Branch Capital first reported a position in Invesco in Q3 2024 and held it in 1 quarter.
  • West Branch Capital's Invesco position peaked at $53 in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.