FGC
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Financial Gravity Companies’s Invesco IVZ Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$2K Buy
+84
New +$1.68K ﹤0.01% 933
2018
Q1 		$4K Buy
147
+41
+39% +$1.41K ﹤0.01% 788
2017
Q4 		$4K Buy
+106
New +$3.83K ﹤0.01% 770

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Financial Gravity Companies's IVZ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco (IVZ) in Q4 2018: 84 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IVZ as recently as Q1 2018.

Financial Gravity Companies first reported a position in IVZ in Q4 2017 and has held it in 3 quarters since. The position peaked at $4K in Q1 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Financial Gravity Companies held 84 shares of Invesco worth $2K as of Q4 2018.
  • Invesco was a new Financial Gravity Companies position in Q4 2018.
  • Invesco made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #933 holding.
  • Financial Gravity Companies first reported a position in Invesco in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Invesco position peaked at $4K in Q1 2018.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.