Atlas Private Wealth Management’s Invesco IVZ Stock Holding History

Atlas Private Wealth 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	-100	Closed	-$3K	–	238
2021 Q1	$3K	Buy	+100	New	+$2.24K	﹤0.01%	354

Other funds holding IVZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Management's IVZ Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco (IVZ) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Atlas Private Wealth Management first reported a position in IVZ in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 557 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 100 Invesco shares in Q2 2021, an estimated $3K.
Atlas Private Wealth Management first reported a position in Invesco in Q1 2021 and held it in 1 quarter.
Atlas Private Wealth Management's Invesco position peaked at $3K in Q1 2021.
557 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.