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Credential Qtrade Securities’s Invesco IVZ Stock Holding History

Credential Qtrade Securities’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
Q3 		– Sell
-210
Closed -$2.26K – 297
2020
Q2 		$2.26K Hold
210
– – ﹤0.01% 280
2020
Q1 		$1.91K Buy
+210
New +$3.19K ﹤0.01% 282
2019
Q3 		– Sell
-143
Closed -$2.92K – 289
2019
Q2 		$2.92K Buy
+143
New +$2.97K ﹤0.01% 278

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Credential Qtrade Securities's IVZ Position: Q3 2020 in Review

Credential Qtrade Securities sold out of Invesco (IVZ) in Q3 2020, closing a stake of 210 shares — an estimated $2.26K sold.

Credential Qtrade Securities first reported a position in IVZ in Q2 2019 and held it in 3 quarters. The position peaked at $2.92K in Q2 2019. 458 funds tracked by Wall St. Rank hold IVZ as of Q3 2020.

  • Credential Qtrade Securities reported no remaining Invesco position as of Q3 2020 after selling out during the quarter.
  • Credential Qtrade Securities sold 210 Invesco shares in Q3 2020, an estimated $2.26K.
  • Credential Qtrade Securities first reported a position in Invesco in Q2 2019 and held it in 3 quarters.
  • Credential Qtrade Securities's Invesco position peaked at $2.92K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held Invesco as of Q3 2020.

Based on Credential Qtrade Securities's 13F filing for Q3 2020, filed 21 Jul 2025.