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Ahrens Investment Partners’s Invesco IVZ Stock Holding History

Ahrens Investment Partners’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
Q1 		– Sell
-2,200
Closed -$51K – 1072
2021
Q4 		$51K Buy
+2,200
New +$53.5K 0.02% 402
2020
Q4 		– Sell
-13,700
Closed -$156K – 197
2020
Q3 		$156K Buy
+13,700
New +$145K 0.1% 156

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ahrens Investment Partners's IVZ Position: Q1 2022 in Review

Ahrens Investment Partners sold out of Invesco (IVZ) in Q1 2022, closing a stake of 2,200 shares — an estimated $51K sold.

Ahrens Investment Partners first reported a position in IVZ in Q3 2020 and held it in 2 quarters. The position peaked at $156K in Q3 2020. 525 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • Ahrens Investment Partners reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 2,200 Invesco shares in Q1 2022, an estimated $51K.
  • Ahrens Investment Partners first reported a position in Invesco in Q3 2020 and held it in 2 quarters.
  • Ahrens Investment Partners's Invesco position peaked at $156K in Q3 2020.
  • 525 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Ahrens Investment Partners's 13F filing for Q1 2022, filed 28 Apr 2022.