BP’s Invesco IVZ Stock Holding History

BP’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 Q2	–	Sell	-42,000	Closed	-$381K	–	543
2020 Q1	$381K	Hold	42,000	–	–	0.02%	485
2019 Q4	$755K	Hold	42,000	–	–	0.03%	467
2019 Q3	$711K	Hold	42,000	–	–	0.03%	475
2019 Q2	$859K	Buy	+42,000	New	+$872K	0.03%	431
2018 Q1	–	Sell	-47,000	Closed	-$1.72M	–	451
2017 Q4	$1.72M	Hold	47,000	–	–	0.06%	323
2017 Q3	$1.65M	Hold	47,000	–	–	0.06%	329
2017 Q2	$1.65M	Buy	+47,000	New	+$1.53M	0.06%	319
2017 Q1	–	Sell	-50,000	Closed	-$1.52M	–	413
2016 Q4	$1.52M	Buy	+50,000	New	+$1.54M	0.06%	347

Other funds holding IVZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return