BC
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Bartlett & Co’s Invesco IVZ Stock Holding History

Bartlett & Co’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
2020
Q4 		– Sell
-163
Closed -$2K – 1171
2020
Q3 		$2K Hold
163
– – ﹤0.01% 787
2020
Q2 		$2K Hold
163
– – ﹤0.01% 788
2020
Q1 		$1K Buy
+163
New +$2.48K ﹤0.01% 806
2019
Q3 		$16K Buy
+963
New +$17K ﹤0.01% 684
2018
Q4 		– Sell
-24
Closed -$1K – 687
2018
Q3 		$1K Buy
+24
New +$600 ﹤0.01% 677
2018
Q2 		– Sell
-626
Closed -$20K – 723
2018
Q1 		$20K Buy
+626
New +$21.6K ﹤0.01% 537
2013
Q4 		– Sell
-50
Closed -$2K – 734
2013
Q3 		$2K Buy
+50
New +$1.6K ﹤0.01% 738

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return