CWM
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Cranbrook Wealth Management’s Invesco IVZ Stock Holding History

Cranbrook Wealth 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
2022
Q1 		– Sell
-215
Closed -$5K – 356
2021
Q4 		$5K Hold
215
– – ﹤0.01% 319
2021
Q3 		$5K Buy
+215
New +$5.38K ﹤0.01% 339

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cranbrook Wealth Management's IVZ Position: Q1 2022 in Review

Cranbrook Wealth Management sold out of Invesco (IVZ) in Q1 2022, closing a stake of 215 shares — an estimated $5K sold.

Cranbrook Wealth Management first reported a position in IVZ in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • Cranbrook Wealth Management reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 215 Invesco shares in Q1 2022, an estimated $5K.
  • Cranbrook Wealth Management first reported a position in Invesco in Q3 2021 and held it in 2 quarters.
  • Cranbrook Wealth Management's Invesco position peaked at $5K in Q4 2021.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Cranbrook Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.