AFAS
IVZ icon

Acorn Financial Advisory Services’s Invesco IVZ Stock Holding History

Acorn Financial Advisory Services’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
Q2 		– Sell
-1,301
Closed -$248K – 190
2020
Q1 		$248K Buy
+1,301
New +$19.8K 0.25% 130

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorn Financial Advisory Services's IVZ Position: Q2 2020 in Review

Acorn Financial Advisory Services sold out of Invesco (IVZ) in Q2 2020, closing a stake of 1,301 shares — an estimated $248K sold.

Acorn Financial Advisory Services first reported a position in IVZ in Q1 2020 and held it in 1 quarter. The position peaked at $248K in Q1 2020. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

  • Acorn Financial Advisory Services reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 1,301 Invesco shares in Q2 2020, an estimated $248K.
  • Acorn Financial Advisory Services first reported a position in Invesco in Q1 2020 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Invesco position peaked at $248K in Q1 2020.
  • 451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2020, filed 10 Jul 2020.