FANJ
IVZ icon

Financial Architects (New Jersey)’s Invesco IVZ Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-179
Closed -$3K – 949
2019
Q3 		$3K Hold
179
– – ﹤0.01% 882
2019
Q2 		$4K Sell
179
-1,113
-86% -$23.1K ﹤0.01% 1031
2019
Q1 		$25K Sell
1,292
-713
-36% -$13.3K ﹤0.01% 815
2018
Q4 		$34K Sell
2,005
-181
-8% -$3.62K 0.01% 644
2018
Q3 		$50K Buy
2,186
+649
+42% +$16.2K 0.01% 633
2018
Q2 		$41K Sell
1,537
-1,496
-49% -$43K 0.01% 622
2018
Q1 		$98K Sell
3,033
-204
-6% -$7.04K 0.02% 457
2017
Q4 		$118K Buy
3,237
+72
+2% +$2.6K 0.02% 455
2017
Q3 		$111K Buy
3,165
+92
+3% +$3.14K 0.02% 476
2017
Q2 		$109K Buy
3,073
+1,082
+54% +$35.3K 0.02% 472
2017
Q1 		$61K Buy
1,991
+551
+38% +$17.2K 0.01% 604
2016
Q4 		$43K Buy
1,440
+45
+3% +$1.38K 0.01% 604
2016
Q3 		$44K Buy
1,395
+333
+31% +$9.78K 0.01% 611
2016
Q2 		$28K Buy
1,062
+883
+493% +$26.2K 0.01% 694
2016
Q1 		$6K Buy
+179
New +$5.17K ﹤0.01% 864
2015
Q3 		– Sell
-198
Closed -$7K – 566
2015
Q2 		$7K Buy
+198
New +$7.93K ﹤0.01% 872
2015
Q1 		– Sell
-197
Closed -$8K – 987
2014
Q4 		$8K Buy
+197
New +$7.76K ﹤0.01% 714

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return