II
IVZ icon

Inspire Investing’s Invesco IVZ Stock Holding History

Inspire Investing’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
Q3 		– Sell
-11,890
Closed -$128K – 502
2020
Q2 		$128K Sell
11,890
-33,923
-74% -$304K 0.04% 478
2020
Q1 		$416K Buy
45,813
+11,154
+32% +$170K 0.17% 122
2019
Q4 		$623K Buy
34,659
+8,789
+34% +$150K 0.22% 134
2019
Q3 		$438K Sell
25,870
-6,460
-20% -$114K 0.17% 192
2019
Q2 		$661K Sell
32,330
-846
-3% -$17.6K 0.28% 85
2019
Q1 		$641K Buy
33,176
+8,858
+36% +$166K 0.3% 79
2018
Q4 		$407K Buy
24,318
+5,348
+28% +$107K 0.27% 84
2018
Q3 		$434K Buy
18,970
+5,157
+37% +$129K 0.27% 83
2018
Q2 		$367K Buy
13,813
+2,320
+20% +$66.7K 0.26% 89
2018
Q1 		$368K Buy
11,493
+6,625
+136% +$228K 0.37% 23
2017
Q4 		$178K Buy
+4,868
New +$176K 0.15% 137

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Inspire Investing's IVZ Position: Q3 2020 in Review

Inspire Investing sold out of Invesco (IVZ) in Q3 2020, closing a stake of 11,890 shares — an estimated $128K sold.

Inspire Investing first reported a position in IVZ in Q4 2017 and held it in 11 quarters. The position peaked at $661K in Q2 2019. 458 funds tracked by Wall St. Rank hold IVZ as of Q3 2020.

  • Inspire Investing reported no remaining Invesco position as of Q3 2020 after selling out during the quarter.
  • Inspire Investing sold 11,890 Invesco shares in Q3 2020, an estimated $128K.
  • Inspire Investing first reported a position in Invesco in Q4 2017 and held it in 11 quarters.
  • Inspire Investing's Invesco position peaked at $661K in Q2 2019.
  • 458 funds tracked by Wall St. Rank held Invesco as of Q3 2020.

Based on Inspire Investing's 13F filing for Q3 2020, filed 16 Nov 2020.