Camarda Financial Advisors’s Invesco IVZ Stock Holding History

Camarda Financial Advisors’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
2021 Q2	–	Sell	-33,879	Closed	-$854K	–	87
2021 Q1	$854K	Buy	+33,879	New	+$760K	0.61%	48
2017 Q4	–	Sell	-612	Closed	-$21K	–	205
2017 Q3	$21K	Hold	612	–	–	0.02%	149
2017 Q2	$22K	Buy	+612	New	+$19.9K	0.02%	141

Other funds holding IVZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's IVZ Position: Q2 2021 in Review

Camarda Financial Advisors sold out of Invesco (IVZ) in Q2 2021, closing a stake of 33,879 shares — an estimated $854K sold.

Camarda Financial Advisors first reported a position in IVZ in Q2 2017 and held it in 3 quarters. The position peaked at $854K in Q1 2021. 557 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

Camarda Financial Advisors reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
Camarda Financial Advisors sold 33,879 Invesco shares in Q2 2021, an estimated $854K.
Camarda Financial Advisors first reported a position in Invesco in Q2 2017 and held it in 3 quarters.
Camarda Financial Advisors's Invesco position peaked at $854K in Q1 2021.
557 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Camarda Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.