L.J. Altfest & Co’s Invesco IVZ Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-10,062	Closed	-$181K	–	215
2019 Q4	$181K	Buy	+10,062	New	+$172K	0.05%	191

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

L.J. Altfest & Co's IVZ Position: Q1 2020 in Review

L.J. Altfest & Co sold out of Invesco (IVZ) in Q1 2020, closing a stake of 10,062 shares — an estimated $181K sold.

L.J. Altfest & Co first reported a position in IVZ in Q4 2019 and held it in 1 quarter. The position peaked at $181K in Q4 2019. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

L.J. Altfest & Co reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
L.J. Altfest & Co sold 10,062 Invesco shares in Q1 2020, an estimated $181K.
L.J. Altfest & Co first reported a position in Invesco in Q4 2019 and held it in 1 quarter.
L.J. Altfest & Co's Invesco position peaked at $181K in Q4 2019.
502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on L.J. Altfest & Co's 13F filing for Q1 2020, filed 13 Apr 2020.