JA
IVZ icon

JOYN Advisors’s Invesco IVZ Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,458
Closed -$24K – 741
2018
Q4 		$24K Buy
1,458
+452
+45% +$9.05K 0.01% 598
2018
Q3 		$23K Sell
1,006
-93
-8% -$2.32K ﹤0.01% 640
2018
Q2 		$29K Buy
1,099
+1,046
+1,974% +$30.1K 0.01% 562
2018
Q1 		$2K Buy
+53
New +$1.83K ﹤0.01% 1064

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JOYN Advisors's IVZ Position: Q1 2019 in Review

JOYN Advisors sold out of Invesco (IVZ) in Q1 2019, closing a stake of 1,458 shares — an estimated $24K sold.

JOYN Advisors first reported a position in IVZ in Q1 2018 and held it in 4 quarters. The position peaked at $29K in Q2 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

  • JOYN Advisors reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,458 Invesco shares in Q1 2019, an estimated $24K.
  • JOYN Advisors first reported a position in Invesco in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Invesco position peaked at $29K in Q2 2018.
  • 523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.