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Integrated Advisors Network’s Invesco IVZ Stock Holding History

Integrated Advisors Network’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
Q2 		– Sell
-56,135
Closed -$1.29M – 701
2022
Q1 		$1.29M Buy
+56,135
New +$1.25M 0.08% 261
2020
Q1 		– Sell
-241,108
Closed -$4.33M – 410
2019
Q4 		$4.33M Buy
+241,108
New +$4.11M 0.58% 41

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Advisors Network's IVZ Position: Q2 2022 in Review

Integrated Advisors Network sold out of Invesco (IVZ) in Q2 2022, closing a stake of 56,135 shares — an estimated $1.29M sold.

Integrated Advisors Network first reported a position in IVZ in Q4 2019 and held it in 2 quarters. The position peaked at $4.33M in Q4 2019. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

  • Integrated Advisors Network reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 56,135 Invesco shares in Q2 2022, an estimated $1.29M.
  • Integrated Advisors Network first reported a position in Invesco in Q4 2019 and held it in 2 quarters.
  • Integrated Advisors Network's Invesco position peaked at $4.33M in Q4 2019.
  • 520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.