LPWM
IVZ icon

Lake Point Wealth Management’s Invesco IVZ Stock Holding History

Lake Point 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
2019
Q2 		$1K Hold
32
– – ﹤0.01% 611
2019
Q1 		$1K Sell
32
-6,437
-100% -$120K ﹤0.01% 610
2018
Q4 		$108K Buy
+6,469
New +$129K 0.04% 201

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Lake Point Wealth Management's IVZ Position: Q2 2019 in Review

Lake Point Wealth Management held its Invesco (IVZ) position steady in Q2 2019 at 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Lake Point Wealth Management first reported a position in IVZ in Q4 2018 and has held it in 3 quarters since. The position peaked at $108K in Q4 2018. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Lake Point Wealth Management held 32 shares of Invesco worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its Invesco share count unchanged in Q2 2019.
  • Invesco made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #611 holding.
  • Lake Point Wealth Management first reported a position in Invesco in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Invesco position peaked at $108K in Q4 2018.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.