AWMS
IVZ icon

Advocacy Wealth Management Services’s Invesco IVZ Stock Holding History

Advocacy Wealth Management 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
2022
Q2 		– Sell
-16
Closed – – 169
2022
Q1 		$0 Hold
16
– – ﹤0.01% 206
2021
Q4 		$0 Hold
16
– – ﹤0.01% 191
2021
Q3 		$0 Hold
16
– – ﹤0.01% 188
2021
Q2 		$0 Buy
+16
New +$436 ﹤0.01% 204

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advocacy Wealth Management Services's IVZ Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Invesco (IVZ) in Q2 2022, closing a stake of 16 shares.

Advocacy Wealth Management Services first reported a position in IVZ in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 519 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 16 Invesco shares in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in Invesco in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Invesco position peaked at $0 in Q1 2022.
  • 519 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.