AIA
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Alera Investment Advisors’s Invesco IVZ Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-113
Closed -$2K – 534
2019
Q1 		$2K Buy
113
+28
+33% +$524 ﹤0.01% 828
2018
Q4 		$1K Buy
+85
New +$1.7K ﹤0.01% 931

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Alera Investment Advisors's IVZ Position: Q2 2019 in Review

Alera Investment Advisors sold out of Invesco (IVZ) in Q2 2019, closing a stake of 113 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in IVZ in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Alera Investment Advisors reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 113 Invesco shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Invesco in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Invesco position peaked at $2K in Q1 2019.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.