Lenox Wealth Management’s Invesco IVZ Stock Holding History

Lenox 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
2020 Q1	–	Sell	-600	Closed	-$11K	–	732
2019 Q4	$11K	Hold	600	–	–	﹤0.01%	432
2019 Q3	$10K	Hold	600	–	–	﹤0.01%	449
2019 Q2	$12K	Hold	600	–	–	﹤0.01%	410
2019 Q1	$12K	Hold	600	–	–	﹤0.01%	423
2018 Q4	$10K	Hold	600	–	–	﹤0.01%	390
2018 Q3	$14K	Hold	600	–	–	﹤0.01%	369
2018 Q2	$16K	Hold	600	–	–	0.01%	322
2018 Q1	$19K	Hold	600	–	–	0.01%	298
2017 Q4	$22K	Hold	600	–	–	0.01%	302
2017 Q3	$21K	Hold	600	–	–	0.01%	320
2017 Q2	$21K	Buy	+600	New	+$19.6K	0.01%	300

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

Lenox Wealth Management's IVZ Position: Q1 2020 in Review

Lenox Wealth Management sold out of Invesco (IVZ) in Q1 2020, closing a stake of 600 shares — an estimated $11K sold.

Lenox Wealth Management first reported a position in IVZ in Q2 2017 and held it in 11 quarters. The position peaked at $22K in Q4 2017. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

Lenox Wealth Management reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 600 Invesco shares in Q1 2020, an estimated $11K.
Lenox Wealth Management first reported a position in Invesco in Q2 2017 and held it in 11 quarters.
Lenox Wealth Management's Invesco position peaked at $22K in Q4 2017.
502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.