GSWM
IVZ icon

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 – 501
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 $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return