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Bedel Financial Consulting’s Invesco IVZ Stock Holding History

Bedel Financial Consulting’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
-9
Closed – – 532
2022
Q1 		$0 Hold
9
– – ﹤0.01% 1018
2021
Q4 		$0 Buy
9
+4
+80% +$97 ﹤0.01% 1037
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1007
2021
Q2 		$0 Hold
5
– – ﹤0.01% 987
2021
Q1 		$0 Buy
+5
New +$112 ﹤0.01% 945

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 $5.72T 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 $1.56T 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

Bedel Financial Consulting's IVZ Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco (IVZ) in Q2 2022, closing a stake of 9 shares.

Bedel Financial Consulting first reported a position in IVZ in Q1 2021 and held it in 5 quarters. The position peaked at $0 in Q1 2022. 519 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 9 Invesco shares in Q2 2022.
  • Bedel Financial Consulting first reported a position in Invesco in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Invesco position peaked at $0 in Q1 2022.
  • 519 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.