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Global Wealth Management Investment Advisory’s Invesco IVZ Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-19
Closed – – 636
2020
Q1 		$0 Hold
19
– – ﹤0.01% 628
2019
Q4 		$0 Sell
19
-85
-82% -$1.45K ﹤0.01% 680
2019
Q3 		$2K Sell
104
-194
-65% -$3.42K ﹤0.01% 521
2019
Q2 		$6K Sell
298
-577
-66% -$12K ﹤0.01% 422
2019
Q1 		$17K Sell
875
-1,717
-66% -$32.1K 0.01% 322
2018
Q4 		$43K Buy
+2,592
New +$51.9K 0.03% 226

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Wealth Management Investment Advisory's IVZ Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Invesco (IVZ) in Q2 2020, closing a stake of 19 shares.

Global Wealth Management Investment Advisory first reported a position in IVZ in Q4 2018 and held it in 6 quarters. The position peaked at $43K in Q4 2018. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 19 Invesco shares in Q2 2020.
  • Global Wealth Management Investment Advisory first reported a position in Invesco in Q4 2018 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Invesco position peaked at $43K in Q4 2018.
  • 451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.