Golden State Wealth Management’s Invesco IVZ Stock Holding History

Golden State Wealth 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
2022 Q1	$473K	Sell	20,500 -199	-1%	-$4.41K	0.09%	180
2021 Q4	$476K	Buy	20,699 +199	+1%	+$4.84K	0.08%	221
2021 Q3	$494K	Hold	20,500	–	–	0.11%	164
2021 Q2	$548K	Hold	20,500	–	–	0.12%	152
2021 Q1	$517K	Sell	20,500 -199	-1%	-$4.46K	0.17%	100
2020 Q4	$361K	Buy	+20,699	New	+$318K	0.1%	153
2019 Q4	–	Sell	-4,310	Closed	-$73K	–	500
2019 Q3	$73K	Buy	4,310 +4,000	+1,290%	+$70.6K	0.02%	361
2019 Q2	$6K	Hold	310	–	–	﹤0.01%	837
2019 Q1	$6K	Buy	+310	New	+$5.8K	﹤0.01%	865

Other funds holding IVZ

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's IVZ Position: Q1 2022 in Review

Golden State Wealth Management reduced its Invesco (IVZ) stake by 0.96% in Q1 2022, selling an estimated $4.41K and leaving 20,500 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #180.

Golden State Wealth Management first reported a position in IVZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $548K in Q2 2021. 525 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

Golden State Wealth Management held 20,500 shares of Invesco worth $473K as of Q1 2022.
Golden State Wealth Management sold 199 Invesco shares in Q1 2022, an estimated $4.41K.
Invesco made up 0.09% of Golden State Wealth Management's portfolio in Q1 2022, its #180 holding.
Golden State Wealth Management first reported a position in Invesco in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Invesco position peaked at $548K in Q2 2021.
525 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.