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ArchPoint Investors’s Invesco IVZ Stock Holding History

ArchPoint Investors’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
Q3 		– Sell
-15,775
Closed -$323K – 137
2019
Q2 		$323K Buy
15,775
+4,480
+40% +$93K 0.1% 73
2019
Q1 		$218K Hold
11,295
– – 0.07% 78
2018
Q4 		$189K Buy
+11,295
New +$226K 0.07% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ArchPoint Investors's IVZ Position: Q3 2019 in Review

ArchPoint Investors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 15,775 shares — an estimated $323K sold.

ArchPoint Investors first reported a position in IVZ in Q4 2018 and held it in 3 quarters. The position peaked at $323K in Q2 2019. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

  • ArchPoint Investors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
  • ArchPoint Investors sold 15,775 Invesco shares in Q3 2019, an estimated $323K.
  • ArchPoint Investors first reported a position in Invesco in Q4 2018 and held it in 3 quarters.
  • ArchPoint Investors's Invesco position peaked at $323K in Q2 2019.
  • 514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on ArchPoint Investors's 13F filing for Q3 2019, filed 13 Nov 2019.