Altus Wealth Group’s Invesco IVZ Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-1,535	Closed	-$27K	–	475
2020 Q4	$27K	Buy	+1,535	New	+$23.6K	0.03%	311

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altus Wealth Group's IVZ Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco (IVZ) in Q1 2021, closing a stake of 1,535 shares — an estimated $27K sold.

Altus Wealth Group first reported a position in IVZ in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

Altus Wealth Group reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 1,535 Invesco shares in Q1 2021, an estimated $27K.
Altus Wealth Group first reported a position in Invesco in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Invesco position peaked at $27K in Q4 2020.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.