CHAM
IVZ icon

Clear Harbor Asset Management’s Invesco IVZ Stock Holding History

Clear Harbor Asset Management’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
Q4 		– Sell
-200
Closed -$2.28K – 522
2020
Q3 		$2.28K Buy
+200
New +$2.12K ﹤0.01% 726
2020
Q1 		– Sell
-200
Closed -$3.6K – 476
2019
Q4 		$3.6K Buy
+200
New +$3.41K ﹤0.01% 698
2019
Q3 		– Sell
-10,548
Closed -$216K – 271
2019
Q2 		$216K Sell
10,548
-6,955
-40% -$144K 0.04% 221
2019
Q1 		$338K Sell
17,503
-16,637
-49% -$311K 0.07% 178
2018
Q4 		$572K Sell
34,140
-3,965
-10% -$79.3K 0.13% 115
2018
Q3 		$821K Buy
+38,105
New +$952K 0.17% 103

Other funds holding IVZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return