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Wright Investors Service’s Invesco IVZ Stock Holding History

Wright Investors Service’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
-25,739
Closed -$452K – 139
2024
Q3 		$452K Sell
25,739
-10,314
-29% -$169K 0.12% 131
2024
Q2 		$539K Sell
36,053
-10,734
-23% -$165K 0.14% 125
2024
Q1 		$776K Buy
46,787
+944
+2% +$15.2K 0.2% 112
2023
Q4 		$818K Sell
45,843
-8,432
-16% -$122K 0.23% 104
2023
Q3 		$788K Buy
54,275
+1,102
+2% +$17.7K 0.23% 102
2023
Q2 		$894K Sell
53,173
-5,703
-10% -$91.8K 0.25% 102
2023
Q1 		$966K Buy
58,876
+525
+0.9% +$9.37K 0.27% 95
2022
Q4 		$1.05M Sell
58,351
-129
-0.2% -$2.21K 0.3% 93
2022
Q3 		$801K Sell
58,480
-4,474
-7% -$75.4K 0.25% 101
2022
Q2 		$1.01M Sell
62,954
-41,863
-40% -$792K 0.29% 96
2022
Q1 		$2.42M Sell
104,817
-46,772
-31% -$1.04M 0.6% 57
2021
Q4 		$3.49M Buy
151,589
+7,499
+5% +$183K 0.88% 35
2021
Q3 		$3.47M Buy
144,090
+5,957
+4% +$149K 0.99% 34
2021
Q2 		$3.69M Buy
138,133
+3,303
+2% +$90K 1% 32
2021
Q1 		$3.4M Buy
+134,830
New +$3.02M 1.03% 30

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Wright Investors Service's IVZ Position: Q4 2024 in Review

Wright Investors Service sold out of Invesco (IVZ) in Q4 2024, closing a stake of 25,739 shares — an estimated $452K sold.

Wright Investors Service first reported a position in IVZ in Q1 2021 and held it in 15 quarters. The position peaked at $3.69M in Q2 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • Wright Investors Service reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • Wright Investors Service sold 25,739 Invesco shares in Q4 2024, an estimated $452K.
  • Wright Investors Service first reported a position in Invesco in Q1 2021 and held it in 15 quarters.
  • Wright Investors Service's Invesco position peaked at $3.69M in Q2 2021.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on Wright Investors Service's 13F filing for Q4 2024, filed 13 Jan 2025.