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Financial Gravity Asset Management’s Invesco IVZ Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-13
Closed – – 1554
2019
Q3 		$0 Sell
13
-5
-28% -$88 ﹤0.01% 1376
2019
Q2 		$0 Sell
18
-74
-80% -$1.54K ﹤0.01% 1446
2019
Q1 		$2K Buy
+92
New +$1.72K ﹤0.01% 955
2018
Q3 		$1K Sell
59
-150
-72% -$3.75K ﹤0.01% 1158
2018
Q2 		$5K Buy
209
+62
+42% +$1.78K ﹤0.01% 752
2018
Q1 		$4K Buy
+147
New +$5.07K ﹤0.01% 788

Other funds holding IVZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's IVZ Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Invesco (IVZ) in Q4 2019, closing a stake of 13 shares.

Financial Gravity Asset Management first reported a position in IVZ in Q1 2018 and held it in 6 quarters. The position peaked at $5K in Q2 2018. 520 funds tracked by Wall St. Rank hold IVZ as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Invesco position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Invesco shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Invesco in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Invesco position peaked at $5K in Q2 2018.
  • 520 funds tracked by Wall St. Rank held Invesco as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.