Arlington Partners’s Invesco IVZ Stock Holding History

Arlington 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
2021 Q4	–	Sell	-1,604	Closed	-$39K	–	682
2021 Q3	$39K	Buy	+1,604	New	+$40.1K	0.01%	292
2018 Q3	–	Sell	-322	Closed	-$9K	–	217
2018 Q2	$9K	Buy	+322	New	+$9.26K	0.01%	120

Other funds holding IVZ

TFM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Arlington Partners's IVZ Position: Q4 2021 in Review

Arlington Partners sold out of Invesco (IVZ) in Q4 2021, closing a stake of 1,604 shares — an estimated $39K sold.

Arlington Partners first reported a position in IVZ in Q2 2018 and held it in 2 quarters. The position peaked at $39K in Q3 2021. 566 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

Arlington Partners reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
Arlington Partners sold 1,604 Invesco shares in Q4 2021, an estimated $39K.
Arlington Partners first reported a position in Invesco in Q2 2018 and held it in 2 quarters.
Arlington Partners's Invesco position peaked at $39K in Q3 2021.
566 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on Arlington Partners's 13F filing for Q4 2021, filed 18 Jan 2022.