Johnson Midwest Financial’s Invesco IVZ Stock Holding History

Johnson Midwest Financial’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 Q2	–	Sell	-13,842	Closed	-$349K	–	295
2021 Q1	$349K	Buy	+13,842	New	+$310K	0.37%	21

Other funds holding IVZ

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Johnson Midwest Financial's IVZ Position: Q2 2021 in Review

Johnson Midwest Financial sold out of Invesco (IVZ) in Q2 2021, closing a stake of 13,842 shares — an estimated $349K sold.

Johnson Midwest Financial first reported a position in IVZ in Q1 2021 and held it in 1 quarter. The position peaked at $349K in Q1 2021. 557 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

Johnson Midwest Financial reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
Johnson Midwest Financial sold 13,842 Invesco shares in Q2 2021, an estimated $349K.
Johnson Midwest Financial first reported a position in Invesco in Q1 2021 and held it in 1 quarter.
Johnson Midwest Financial's Invesco position peaked at $349K in Q1 2021.
557 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Johnson Midwest Financial's 13F filing for Q2 2021, filed 16 Jul 2021.