CFM Wealth Partners’s Invesco IVZ Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-4,205	Closed	-$4K	–	312
2020 Q2	$4K	Hold	4,205	–	–	﹤0.01%	445
2020 Q1	$38K	Buy	+4,205	New	+$63.9K	0.02%	298

Other funds holding IVZ

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

CFM Wealth Partners's IVZ Position: Q3 2020 in Review

CFM Wealth Partners sold out of Invesco (IVZ) in Q3 2020, closing a stake of 4,205 shares — an estimated $4K sold.

CFM Wealth Partners first reported a position in IVZ in Q1 2020 and held it in 2 quarters. The position peaked at $38K in Q1 2020. 458 funds tracked by Wall St. Rank hold IVZ as of Q3 2020.

CFM Wealth Partners reported no remaining Invesco position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 4,205 Invesco shares in Q3 2020, an estimated $4K.
CFM Wealth Partners first reported a position in Invesco in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Invesco position peaked at $38K in Q1 2020.
458 funds tracked by Wall St. Rank held Invesco as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.