FIM
IVZ icon

Freedom Investment Management’s Invesco IVZ Stock Holding History

Freedom 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
2020
Q3 		– Sell
-10,011
Closed -$108K – 576
2020
Q2 		$108K Buy
+10,011
New +$89.8K 0.01% 542

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Freedom Investment Management's IVZ Position: Q3 2020 in Review

Freedom Investment Management sold out of Invesco (IVZ) in Q3 2020, closing a stake of 10,011 shares — an estimated $108K sold.

Freedom Investment Management first reported a position in IVZ in Q2 2020 and held it in 1 quarter. The position peaked at $108K in Q2 2020. 458 funds tracked by Wall St. Rank hold IVZ as of Q3 2020.

  • Freedom Investment Management reported no remaining Invesco position as of Q3 2020 after selling out during the quarter.
  • Freedom Investment Management sold 10,011 Invesco shares in Q3 2020, an estimated $108K.
  • Freedom Investment Management first reported a position in Invesco in Q2 2020 and held it in 1 quarter.
  • Freedom Investment Management's Invesco position peaked at $108K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Invesco as of Q3 2020.

Based on Freedom Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.