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	–	351
2022 Q1	$816K	Buy	35,404 +8,707	+33%	+$193K	0.13%	151
2021 Q4	$615K	Buy	+26,697	New	+$650K	0.08%	219
2019 Q3	–	Sell	-208	Closed	-$3K	–	511
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 Q2	–	Sell	-4,819	Closed	-$139K	–	939
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 $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avestar Capital's IVZ Position: Q2 2022 in Review

Avestar Capital sold out of Invesco (IVZ) in Q2 2022, closing a stake of 35,404 shares — an estimated $816K sold.

Avestar Capital first reported a position in IVZ in Q4 2017 and held it in 7 quarters. The position peaked at $816K in Q1 2022. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

Avestar Capital reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 35,404 Invesco shares in Q2 2022, an estimated $816K.
Avestar Capital first reported a position in Invesco in Q4 2017 and held it in 7 quarters.
Avestar Capital's Invesco position peaked at $816K in Q1 2022.
520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.