JPLA
IVZ icon

Joseph P. Lucia & Associates’s Invesco IVZ Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		– Sell
-200
Closed -$4K – 471
2019
Q4 		$4K Hold
200
– – ﹤0.01% 374
2019
Q3 		$3K Hold
200
– – ﹤0.01% 396
2019
Q2 		$4K Buy
+200
New +$4.15K ﹤0.01% 377

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Joseph P. Lucia & Associates's IVZ Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Invesco (IVZ) in Q1 2020, closing a stake of 200 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in IVZ in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 Invesco shares in Q1 2020, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Invesco in Q2 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Invesco position peaked at $4K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.