IWP
IVZ icon

Icon Wealth Partners’s Invesco IVZ Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,110
Closed -$21K – 471
2019
Q1 		$21K Buy
+1,110
New +$20.8K 0.01% 540
2018
Q3 		– Sell
-688
Closed -$18K – 498
2018
Q2 		$18K Buy
+688
New +$19.8K 0.01% 608
2018
Q1 		– Sell
-903
Closed -$33K – 497
2017
Q4 		$33K Buy
+903
New +$32.7K 0.02% 504

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Icon Wealth Partners's IVZ Position: Q2 2019 in Review

Icon Wealth Partners sold out of Invesco (IVZ) in Q2 2019, closing a stake of 1,110 shares — an estimated $21K sold.

Icon Wealth Partners first reported a position in IVZ in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q4 2017. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Icon Wealth Partners reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,110 Invesco shares in Q2 2019, an estimated $21K.
  • Icon Wealth Partners first reported a position in Invesco in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Invesco position peaked at $33K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.