Evolution Wealth Advisors’s Invesco IVZ Stock Holding History

Evolution Wealth Advisors’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	-101	Closed	-$2K	–	538
2019 Q2	$2K	Buy	+101	New	+$2.1K	﹤0.01%	418

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

Evolution Wealth Advisors's IVZ Position: Q3 2019 in Review

Evolution Wealth Advisors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 101 shares — an estimated $2K sold.

Evolution Wealth Advisors 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.

Evolution Wealth Advisors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 101 Invesco shares in Q3 2019, an estimated $2K.
Evolution Wealth Advisors first reported a position in Invesco in Q2 2019 and held it in 1 quarter.
Evolution Wealth Advisors's Invesco position peaked at $2K in Q2 2019.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Evolution Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.