AIM
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Anchor Investment Management’s Invesco IVZ Stock Holding History

Anchor 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
2021
Q2 		– Sell
-200
Closed -$5.04K – 972
2021
Q1 		$5.04K Sell
200
-200
-50% -$4.49K ﹤0.01% 780
2020
Q4 		$6.97K Sell
400
-300
-43% -$4.62K ﹤0.01% 712
2020
Q3 		$7.99K Hold
700
– – ﹤0.01% 685
2020
Q2 		$7.53K Sell
700
-1,265
-64% -$11.3K ﹤0.01% 662
2020
Q1 		$17.8K Buy
1,965
+11
+0.6% +$167 ﹤0.01% 553
2019
Q4 		$35.1K Buy
1,954
+10
+0.5% +$171 0.01% 508
2019
Q3 		$32.9K Buy
1,944
+11
+0.6% +$194 0.01% 506
2019
Q2 		$39.6K Sell
1,933
-106
-5% -$2.2K 0.01% 488
2019
Q1 		$39.4K Buy
2,039
+9
+0.4% +$168 0.01% 478
2018
Q4 		$34K Buy
2,030
+110
+6% +$2.2K 0.01% 488
2018
Q3 		$43.9K Buy
1,920
+607
+46% +$15.2K 0.01% 495
2018
Q2 		$34.9K Buy
1,313
+705
+116% +$20.3K 0.01% 528
2018
Q1 		$19.5K Sell
608
-249
-29% -$8.59K 0.01% 571
2017
Q4 		$31.3K Buy
857
+1
+0.1% +$36 0.01% 518
2017
Q3 		$30K Sell
856
-558
-39% -$19.1K 0.01% 512
2017
Q2 		$49.7K Sell
1,414
-596
-30% -$19.4K 0.02% 402
2017
Q1 		$61.6K Sell
2,010
-1,097
-35% -$34.3K 0.02% 373
2016
Q4 		$94.3K Sell
3,107
-917
-23% -$28.2K 0.04% 315
2016
Q3 		$126K Sell
4,024
-643
-14% -$18.9K 0.05% 269
2016
Q2 		$119K Buy
4,667
+6
+0.1% +$178 0.05% 272
2016
Q1 		$143K Buy
+4,661
New +$134K 0.06% 242

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Anchor Investment Management's IVZ Position: Q2 2021 in Review

Anchor Investment Management sold out of Invesco (IVZ) in Q2 2021, closing a stake of 200 shares — an estimated $5.04K sold.

Anchor Investment Management first reported a position in IVZ in Q1 2016 and held it in 21 quarters. The position peaked at $143K in Q1 2016. 559 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

  • Anchor Investment Management reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 200 Invesco shares in Q2 2021, an estimated $5.04K.
  • Anchor Investment Management first reported a position in Invesco in Q1 2016 and held it in 21 quarters.
  • Anchor Investment Management's Invesco position peaked at $143K in Q1 2016.
  • 559 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.