Doyle Wealth Management’s Invesco IVZ Stock Holding History

Doyle 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
2019 Q3	–	Sell	-92	Closed	-$2K	–	470
2019 Q2	$2K	Buy	+92	New	+$1.91K	﹤0.01%	790

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Doyle Wealth Management's IVZ Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco (IVZ) in Q3 2019, closing a stake of 92 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in IVZ in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 92 Invesco shares in Q3 2019, an estimated $2K.
Doyle Wealth Management first reported a position in Invesco in Q2 2019 and held it in 1 quarter.
Doyle Wealth Management's Invesco position peaked at $2K in Q2 2019.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.