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Wipfli Financial Advisors’s Invesco IVZ Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$168K Buy
+12,240
New +$206K 0.01% 505

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's IVZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco (IVZ) in Q3 2022: 12,240 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings.

504 funds tracked by Wall St. Rank hold IVZ as of Q3 2022.

  • Wipfli Financial Advisors held 12,240 shares of Invesco worth $168K as of Q3 2022.
  • Invesco was a new Wipfli Financial Advisors position in Q3 2022.
  • Invesco made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #505 holding.
  • 504 funds tracked by Wall St. Rank held Invesco as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.