AWM
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Atticus Wealth Management’s Invesco IVZ Stock Holding History

Atticus 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
2022
Q1 		– Sell
-368
Closed -$8K – 603
2021
Q4 		$8K Sell
368
-27
-7% -$657 ﹤0.01% 374
2021
Q3 		$10K Buy
395
+65
+20% +$1.63K ﹤0.01% 343
2021
Q2 		$9K Sell
330
-216
-40% -$5.89K ﹤0.01% 321
2021
Q1 		$14K Buy
546
+3
+0.6% +$67 0.01% 291
2020
Q4 		$9K Buy
543
+5
+0.9% +$77 ﹤0.01% 293
2020
Q3 		$6K Buy
538
+9
+2% +$95 ﹤0.01% 271
2020
Q2 		$6K Buy
+529
New +$4.75K ﹤0.01% 263

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return