1776 Wealth’s Invesco IVZ Stock Holding History

1776 Wealth’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
2020 Q1	–	Sell	-327	Closed	-$5K	–	334
2019 Q4	$5K	Buy	+327	New	+$5.58K	﹤0.01%	302

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

1776 Wealth's IVZ Position: Q1 2020 in Review

1776 Wealth sold out of Invesco (IVZ) in Q1 2020, closing a stake of 327 shares — an estimated $5K sold.

1776 Wealth first reported a position in IVZ in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

1776 Wealth reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
1776 Wealth sold 327 Invesco shares in Q1 2020, an estimated $5K.
1776 Wealth first reported a position in Invesco in Q4 2019 and held it in 1 quarter.
1776 Wealth's Invesco position peaked at $5K in Q4 2019.
502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on 1776 Wealth's 13F filing for Q1 2020, filed 22 Apr 2020.