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WorldQuant Millennium Advisors’s
Invesco
IVZ
Stock Holding History
WorldQuant Millennium 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
2024
Q1
–
Sell
-77,763
Closed
-$1.39M
–
380
2023
Q4
$1.39M
Buy
+77,763
New
+$1.12M
0.02%
282
2023
Q3
–
Sell
-31,147
Closed
-$524K
–
393
2023
Q2
$524K
Buy
+31,147
New
+$501K
0.01%
340
2022
Q1
–
Sell
-346,862
Closed
-$7.99M
–
324
2021
Q4
$7.99M
Buy
+346,862
New
+$8.44M
0.16%
180
2020
Q4
–
Sell
-404,183
Closed
-$4.61M
–
351
2020
Q3
$4.61M
Buy
404,183
+2,010
+0.5%
+$21.3K
0.11%
221
2020
Q2
$4.33M
Buy
402,173
+306,861
+322%
+$2.75M
0.1%
237
2020
Q1
$865K
Buy
+95,312
New
+$1.45M
0.02%
302
2019
Q3
–
Sell
-46,474
Closed
-$951K
–
317
2019
Q2
$951K
Buy
46,474
+2,988
+7%
+$62K
0.02%
262
2019
Q1
$840K
Buy
43,486
+3,330
+8%
+$62.3K
0.02%
262
2018
Q4
$672K
Buy
40,156
+9,100
+29%
+$182K
0.02%
266
2018
Q3
$711K
Buy
+31,056
New
+$776K
0.02%
252
Other funds holding IVZ
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
TFM
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$3.86B AUM
26.59%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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