JBF Capital’s Invesco IVZ Stock Holding History

JBF Capital’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 Q4	–	Sell	-1,000	Closed	-$11K	–	96
2020 Q3	$11K	Buy	+1,000	New	+$10.6K	﹤0.01%	144

Other funds holding IVZ

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JBF Capital's IVZ Position: Q4 2020 in Review

JBF Capital sold out of Invesco (IVZ) in Q4 2020, closing a stake of 1,000 shares — an estimated $11K sold.

JBF Capital first reported a position in IVZ in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 510 funds tracked by Wall St. Rank hold IVZ as of Q4 2020.

JBF Capital reported no remaining Invesco position as of Q4 2020 after selling out during the quarter.
JBF Capital sold 1,000 Invesco shares in Q4 2020, an estimated $11K.
JBF Capital first reported a position in Invesco in Q3 2020 and held it in 1 quarter.
JBF Capital's Invesco position peaked at $11K in Q3 2020.
510 funds tracked by Wall St. Rank held Invesco as of Q4 2020.

Based on JBF Capital's 13F filing for Q4 2020, filed 11 Feb 2021.