Lenox Wealth Advisors’s Invesco IVZ Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-93	Closed	-$2K	–	879
2021 Q4	$2K	Buy	+93	New	+$2.26K	﹤0.01%	724
2020 Q1	–	Sell	-13	Closed	–	–	862
2019 Q4	$0	Buy	+13	New	+$222	﹤0.01%	772

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's IVZ Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Invesco (IVZ) in Q1 2022, closing a stake of 93 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in IVZ in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 524 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

Lenox Wealth Advisors reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 93 Invesco shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Invesco in Q4 2019 and held it in 2 quarters.
Lenox Wealth Advisors's Invesco position peaked at $2K in Q4 2021.
524 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.