Hayden Royal’s Invesco IVZ Stock Holding History

Hayden Royal’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 Q3	–	Sell	-50,428	Closed	-$1.35M	–	141
2021 Q2	$1.35M	Sell	50,428 -59,314	-54%	-$1.62M	0.74%	29
2021 Q1	$2.77M	Buy	+109,742	New	+$2.46M	1.59%	12

Other funds holding IVZ

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hayden Royal's IVZ Position: Q3 2021 in Review

Hayden Royal sold out of Invesco (IVZ) in Q3 2021, closing a stake of 50,428 shares — an estimated $1.35M sold.

Hayden Royal first reported a position in IVZ in Q1 2021 and held it in 2 quarters. The position peaked at $2.77M in Q1 2021. 554 funds tracked by Wall St. Rank hold IVZ as of Q3 2021.

Hayden Royal reported no remaining Invesco position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 50,428 Invesco shares in Q3 2021, an estimated $1.35M.
Hayden Royal first reported a position in Invesco in Q1 2021 and held it in 2 quarters.
Hayden Royal's Invesco position peaked at $2.77M in Q1 2021.
554 funds tracked by Wall St. Rank held Invesco as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.