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Financial Advocates Investment Management’s Invesco IVZ Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-11,688
Closed -$269K – 737
2022
Q1 		$269K Buy
+11,688
New +$259K 0.02% 605
2021
Q4 		– Sell
-14,529
Closed -$351K – 786
2021
Q3 		$351K Sell
14,529
-2,707
-16% -$67.7K 0.02% 568
2021
Q2 		$461K Sell
17,236
-11,480
-40% -$313K 0.03% 491
2021
Q1 		$724K Sell
28,716
-34,928
-55% -$783K 0.05% 397
2020
Q4 		$1.11M Buy
63,644
+49,224
+341% +$757K 0.08% 285
2020
Q3 		$165K Buy
+14,420
New +$153K 0.01% 600

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 $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's IVZ Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Invesco (IVZ) in Q2 2022, closing a stake of 11,688 shares — an estimated $269K sold.

Financial Advocates Investment Management first reported a position in IVZ in Q3 2020 and held it in 6 quarters. The position peaked at $1.11M in Q4 2020. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,688 Invesco shares in Q2 2022, an estimated $269K.
  • Financial Advocates Investment Management first reported a position in Invesco in Q3 2020 and held it in 6 quarters.
  • Financial Advocates Investment Management's Invesco position peaked at $1.11M in Q4 2020.
  • 520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.