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Donoghue Forlines’s Invesco IVZ Stock Holding History

Donoghue Forlines’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
Q1 		– Sell
-84,992
Closed -$1.48M – 258
2020
Q4 		$1.48M Buy
+84,992
New +$1.31M 0.29% 84
2019
Q4 		– Sell
-252,438
Closed -$4.28M – 179
2019
Q3 		$4.28M Sell
252,438
-53,515
-17% -$945K 0.61% 49
2019
Q2 		$6.26M Buy
+305,953
New +$6.35M 0.73% 59
2018
Q4 		– Sell
-570,800
Closed -$13.1M – 90
2018
Q3 		$13.1M Sell
570,800
-10,441
-2% -$261K 1.02% 50
2018
Q2 		$15.4M Buy
581,241
+63,002
+12% +$1.81M 1.28% 43
2018
Q1 		$16.6M Buy
518,239
+44,414
+9% +$1.53M 1.44% 39
2017
Q4 		$17.3M Sell
473,825
-36,029
-7% -$1.3M 1.31% 48
2017
Q3 		$17.9M Buy
509,854
+40,561
+9% +$1.39M 1.88% 12
2017
Q2 		$16.5M Buy
+469,293
New +$15.3M 1.87% 15

Other funds holding IVZ

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return