AIM
IVZ icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return