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Global Trust Asset Management’s Invesco IVZ Stock Holding History

Global Trust 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
2021
Q4 		– Sell
-35
Closed -$1K – 429
2021
Q3 		$1K Hold
35
– – ﹤0.01% 385
2021
Q2 		$1K Hold
35
– – ﹤0.01% 390
2021
Q1 		$1K Hold
35
– – ﹤0.01% 366
2020
Q4 		$1K Hold
35
– – ﹤0.01% 378
2020
Q3 		$0 Hold
35
– – ﹤0.01% 375
2020
Q2 		$0 Hold
35
– – ﹤0.01% 376
2020
Q1 		$0 Hold
35
– – ﹤0.01% 384
2019
Q4 		$1K Sell
35
-14
-29% -$239 ﹤0.01% 364
2019
Q3 		$1K Sell
49
-2,952
-98% -$52.1K ﹤0.01% 338
2019
Q2 		$4K Buy
3,001
+2,952
+6,024% +$61.3K ﹤0.01% 331
2019
Q1 		$1K Hold
49
– – ﹤0.01% 358
2018
Q4 		$1K Hold
49
– – ﹤0.01% 367
2018
Q3 		$1K Buy
49
+35
+250% +$875 ﹤0.01% 402
2018
Q2 		$0 Buy
+14
New +$403 ﹤0.01% 410

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Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return