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Atlas Private Wealth Advisors’s Invesco IVZ Stock Holding History

Atlas Private Wealth 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
2021
Q4 		– Sell
-341
Closed -$8K – 425
2021
Q3 		$8K Buy
341
+41
+14% +$1.02K ﹤0.01% 502
2021
Q2 		$8K Hold
300
– – ﹤0.01% 506
2021
Q1 		$8K Hold
300
– – ﹤0.01% 523
2020
Q4 		$5K Hold
300
– – ﹤0.01% 525
2020
Q3 		$3K Hold
300
– – ﹤0.01% 529
2020
Q2 		$3K Buy
+300
New +$2.69K ﹤0.01% 561

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Private Wealth Advisors's IVZ Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco (IVZ) in Q4 2021, closing a stake of 341 shares — an estimated $8K sold.

Atlas Private Wealth Advisors first reported a position in IVZ in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 566 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 341 Invesco shares in Q4 2021, an estimated $8K.
  • Atlas Private Wealth Advisors first reported a position in Invesco in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Invesco position peaked at $8K in Q3 2021.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.