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Csenge Advisory Group’s Invesco IVZ Stock Holding History

Csenge Advisory Group’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
2021
Q4 		– Sell
-9,087
Closed -$223K – 582
2021
Q3 		$223K Buy
+9,087
New +$227K 0.02% 530
2020
Q2 		– Sell
-127,451
Closed -$24.3M – 397
2020
Q1 		$24.3M Buy
+127,451
New +$1.94M 6.38% 2
2018
Q4 		– Sell
-27
Closed – – 814
2018
Q3 		$0 Buy
+27
New +$675 ﹤0.01% 1307
2018
Q1 		– Sell
-14,815
Closed -$541K – 291
2017
Q4 		$541K Buy
14,815
+5,677
+62% +$205K 0.19% 107
2017
Q3 		$320K Buy
+9,138
New +$312K 0.13% 155

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return