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Clarus Wealth Advisors’s Invesco IVZ Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-231
Closed -$5K – 355
2019
Q2 		$5K Buy
231
+3
+1% +$62 ﹤0.01% 491
2019
Q1 		$4K Buy
228
+4
+2% +$75 ﹤0.01% 604
2018
Q4 		$4K Buy
224
+3
+1% +$60 0.01% 599
2018
Q3 		$5K Buy
221
+5
+2% +$125 ﹤0.01% 611
2018
Q2 		$7K Buy
+216
New +$6.21K 0.01% 579

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Clarus Wealth Advisors's IVZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 231 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in IVZ in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 231 Invesco shares in Q3 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Invesco in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Invesco position peaked at $7K in Q2 2018.
  • 514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.