AC
IVZ icon

Avestar Capital’s Invesco IVZ Stock Holding History

Avestar Capital’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
Q2 		– Sell
-35,404
Closed -$816K – 352
2022
Q1 		$816K Buy
35,404
+8,707
+33% +$193K 0.15% 151
2021
Q4 		$615K Buy
+26,697
New +$650K 0.11% 219
2019
Q3 		– Sell
-208
Closed -$3K – 513
2019
Q2 		$3K Hold
208
– – ﹤0.01% 638
2019
Q1 		$3K Buy
208
+44
+27% +$823 ﹤0.01% 615
2018
Q4 		$2K Buy
+164
New +$3.28K ﹤0.01% 636
2018
Q3 		– Hold
0
– – – 918
2018
Q2 		– Sell
-4,819
Closed -$139K – 946
2018
Q1 		$136K Buy
4,819
+689
+17% +$23.8K 0.09% 131
2017
Q4 		$137K Buy
+4,130
New +$149K 0.1% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return