AIM
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Advantage Investment Management’s Invesco IVZ Stock Holding History

Advantage Investment Management’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
2019
Q1 		– Sell
-915
Closed -$15K – 968
2018
Q4 		$15K Hold
915
– – 0.01% 566
2018
Q3 		$21K Sell
915
-831
-48% -$20.8K 0.01% 569
2018
Q2 		$46K Hold
1,746
– – 0.03% 379
2018
Q1 		$56K Hold
1,746
– – 0.02% 363
2017
Q4 		$64K Sell
1,746
-44
-2% -$1.59K 0.02% 359
2017
Q3 		$63K Sell
1,790
-153
-8% -$5.23K 0.02% 351
2017
Q2 		$68K Buy
1,943
+185
+11% +$6.03K 0.02% 298
2017
Q1 		$54K Buy
+1,758
New +$54.9K 0.02% 323

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advantage Investment Management's IVZ Position: Q1 2019 in Review

Advantage Investment Management sold out of Invesco (IVZ) in Q1 2019, closing a stake of 915 shares — an estimated $15K sold.

Advantage Investment Management first reported a position in IVZ in Q1 2017 and held it in 8 quarters. The position peaked at $68K in Q2 2017. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

  • Advantage Investment Management reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 915 Invesco shares in Q1 2019, an estimated $15K.
  • Advantage Investment Management first reported a position in Invesco in Q1 2017 and held it in 8 quarters.
  • Advantage Investment Management's Invesco position peaked at $68K in Q2 2017.
  • 523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.