Kowal Investment Group’s Invesco IVZ Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-505	Closed	-$12K	–	526
2021 Q3	$12K	Buy	+505	New	+$12.6K	﹤0.01%	484

Other funds holding IVZ

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kowal Investment Group's IVZ Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco (IVZ) in Q4 2021, closing a stake of 505 shares — an estimated $12K sold.

Kowal Investment Group first reported a position in IVZ in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 565 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

Kowal Investment Group reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 505 Invesco shares in Q4 2021, an estimated $12K.
Kowal Investment Group first reported a position in Invesco in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Invesco position peaked at $12K in Q3 2021.
565 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.