KFI
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Key Financial Inc’s Invesco IVZ Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-200
Closed -$5K – 932
2021
Q2 		$5K Hold
200
– – ﹤0.01% 686
2021
Q1 		$5K Hold
200
– – ﹤0.01% 597
2020
Q4 		$3K Buy
+200
New +$3.08K ﹤0.01% 613
2020
Q2 		– Sell
-700
Closed -$7K – 365
2020
Q1 		$7K Buy
+700
New +$10.6K 0.01% 463

Other funds holding IVZ

Vanguard Group
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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Key Financial Inc's IVZ Position: Q3 2021 in Review

Key Financial Inc sold out of Invesco (IVZ) in Q3 2021, closing a stake of 200 shares — an estimated $5K sold.

Key Financial Inc first reported a position in IVZ in Q1 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2020. 555 funds tracked by Wall St. Rank hold IVZ as of Q3 2021.

  • Key Financial Inc reported no remaining Invesco position as of Q3 2021 after selling out during the quarter.
  • Key Financial Inc sold 200 Invesco shares in Q3 2021, an estimated $5K.
  • Key Financial Inc first reported a position in Invesco in Q1 2020 and held it in 4 quarters.
  • Key Financial Inc's Invesco position peaked at $7K in Q1 2020.
  • 555 funds tracked by Wall St. Rank held Invesco as of Q3 2021.

Based on Key Financial Inc's 13F filing for Q3 2021, filed 1 Nov 2021.