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Clarfeld Financial Advisors’s Invesco IVZ Stock Holding History

Clarfeld 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
2018
Q4 		$1K Buy
+54
New +$1.08K ﹤0.01% 494

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Clarfeld Financial Advisors's IVZ Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Invesco (IVZ) in Q4 2018: 54 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Clarfeld Financial Advisors held 54 shares of Invesco worth $1K as of Q4 2018.
  • Invesco was a new Clarfeld Financial Advisors position in Q4 2018.
  • Invesco made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #494 holding.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.