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Accurate Investment Solutions’s Invesco IVZ Stock Holding History

Accurate Investment Solutions’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
-59
Closed -$1K – 463
2019
Q4 		$1K Hold
59
– – ﹤0.01% 413
2019
Q3 		$1K Hold
59
– – ﹤0.01% 350
2019
Q2 		$1K Buy
+59
New +$1.23K ﹤0.01% 373

Other funds holding IVZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Accurate Investment Solutions's IVZ Position: Q1 2020 in Review

Accurate Investment Solutions sold out of Invesco (IVZ) in Q1 2020, closing a stake of 59 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in IVZ in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 503 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

  • Accurate Investment Solutions reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 59 Invesco shares in Q1 2020, an estimated $1K.
  • Accurate Investment Solutions first reported a position in Invesco in Q2 2019 and held it in 3 quarters.
  • Accurate Investment Solutions's Invesco position peaked at $1K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.