Claraphi Advisory Network’s Invesco IVZ Stock Holding History

Claraphi Advisory Network’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	-77	Closed	-$1K	–	743
2020 Q1	$1K	Buy	+77	New	+$1.17K	﹤0.01%	1094

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TFM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Claraphi Advisory Network's IVZ Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco (IVZ) in Q2 2020, closing a stake of 77 shares — an estimated $1K sold.

Claraphi Advisory Network first reported a position in IVZ in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 77 Invesco shares in Q2 2020, an estimated $1K.
Claraphi Advisory Network first reported a position in Invesco in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Invesco position peaked at $1K in Q1 2020.
451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.