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 – 600
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 $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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's IVZ Position: Q1 2022 in Review

Atticus Wealth Management sold out of Invesco (IVZ) in Q1 2022, closing a stake of 368 shares — an estimated $8K sold.

Atticus Wealth Management first reported a position in IVZ in Q2 2020 and held it in 7 quarters. The position peaked at $14K in Q1 2021. 525 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • Atticus Wealth Management reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 368 Invesco shares in Q1 2022, an estimated $8K.
  • Atticus Wealth Management first reported a position in Invesco in Q2 2020 and held it in 7 quarters.
  • Atticus Wealth Management's Invesco position peaked at $14K in Q1 2021.
  • 525 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Atticus Wealth Management's 13F filing for Q1 2022, filed 15 Apr 2022.