KJWM
IVZ icon

Kiley Juergens Wealth Management’s Invesco IVZ Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-270
Closed – – 341
2018
Q3 		$0 Hold
270
– – ﹤0.01% 703
2018
Q2 		$0 Buy
+270
New +$7.77K ﹤0.01% 639
2018
Q1 		– Sell
-270
Closed -$9K – 340
2017
Q4 		$9K Buy
+270
New +$9.77K 0.01% 474

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiley Juergens Wealth Management's IVZ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco (IVZ) in Q4 2018, closing a stake of 270 shares.

Kiley Juergens Wealth Management first reported a position in IVZ in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 270 Invesco shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Invesco in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Invesco position peaked at $9K in Q4 2017.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.