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Fulton Bank’s Invesco IVZ Stock Holding History

Fulton Bank’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
-12,015
Closed -$277K – 504
2022
Q1 		$277K Sell
12,015
-394
-3% -$8.74K 0.01% 432
2021
Q4 		$286K Buy
12,409
+371
+3% +$9.03K 0.01% 447
2021
Q3 		$291K Buy
+12,038
New +$301K 0.01% 428
2020
Q2 		– Sell
-40,964
Closed -$372K – 426
2020
Q1 		$372K Sell
40,964
-1,450
-3% -$22K 0.03% 269
2019
Q4 		$763K Sell
42,414
-616
-1% -$10.5K 0.05% 226
2019
Q3 		$729K Buy
43,030
+17
+0% +$300 0.05% 221
2019
Q2 		$880K Buy
43,013
+17,889
+71% +$371K 0.06% 208
2019
Q1 		$485K Sell
25,124
-274
-1% -$5.12K 0.03% 255
2018
Q4 		$425K Buy
25,398
+480
+2% +$9.61K 0.03% 261
2018
Q3 		$570K Buy
24,918
+12,017
+93% +$300K 0.04% 267
2018
Q2 		$343K Buy
+12,901
New +$371K 0.02% 348

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fulton Bank's IVZ Position: Q2 2022 in Review

Fulton Bank sold out of Invesco (IVZ) in Q2 2022, closing a stake of 12,015 shares — an estimated $277K sold.

Fulton Bank first reported a position in IVZ in Q2 2018 and held it in 11 quarters. The position peaked at $880K in Q2 2019. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

  • Fulton Bank reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
  • Fulton Bank sold 12,015 Invesco shares in Q2 2022, an estimated $277K.
  • Fulton Bank first reported a position in Invesco in Q2 2018 and held it in 11 quarters.
  • Fulton Bank's Invesco position peaked at $880K in Q2 2019.
  • 520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Fulton Bank's 13F filing for Q2 2022, filed 7 Jul 2022.