KMWM
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Keudell/Morrison Wealth Management’s Invesco IVZ Stock Holding History

Keudell/Morrison Wealth Management’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
Q2 		– Sell
-4,870
Closed -$927K – 145
2020
Q1 		$927K Buy
+4,870
New +$74K 0.91% 36

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keudell/Morrison Wealth Management's IVZ Position: Q2 2020 in Review

Keudell/Morrison Wealth Management sold out of Invesco (IVZ) in Q2 2020, closing a stake of 4,870 shares — an estimated $927K sold.

Keudell/Morrison Wealth Management first reported a position in IVZ in Q1 2020 and held it in 1 quarter. The position peaked at $927K in Q1 2020. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

  • Keudell/Morrison Wealth Management reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 4,870 Invesco shares in Q2 2020, an estimated $927K.
  • Keudell/Morrison Wealth Management first reported a position in Invesco in Q1 2020 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Invesco position peaked at $927K in Q1 2020.
  • 451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.