WR Wealth Planners’s Invesco IVZ Stock Holding History

WR Wealth Planners’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
2023 Q4	–	Sell	-537	Closed	-$7.8K	–	524
2023 Q3	$7.8K	Hold	537	–	–	﹤0.01%	614
2023 Q2	$9.03K	Buy	+537	New	+$8.64K	﹤0.01%	596

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WR Wealth Planners's IVZ Position: Q4 2023 in Review

WR Wealth Planners sold out of Invesco (IVZ) in Q4 2023, closing a stake of 537 shares — an estimated $7.8K sold.

WR Wealth Planners first reported a position in IVZ in Q2 2023 and held it in 2 quarters. The position peaked at $9.03K in Q2 2023. 492 funds tracked by Wall St. Rank hold IVZ as of Q4 2023.

WR Wealth Planners reported no remaining Invesco position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 537 Invesco shares in Q4 2023, an estimated $7.8K.
WR Wealth Planners first reported a position in Invesco in Q2 2023 and held it in 2 quarters.
WR Wealth Planners's Invesco position peaked at $9.03K in Q2 2023.
492 funds tracked by Wall St. Rank held Invesco as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.