LWM
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Liberty Wealth Management’s Invesco IVZ Stock Holding History

Liberty 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
2021
Q4 		– Sell
-126
Closed -$3K – 641
2021
Q3 		$3K Buy
126
+1
+0.8% +$25 ﹤0.01% 1016
2021
Q2 		$3K Sell
125
-9
-7% -$245 ﹤0.01% 869
2021
Q1 		$2K Hold
134
– – ﹤0.01% 820
2020
Q4 		$2K Buy
134
+12
+10% +$185 ﹤0.01% 817
2020
Q3 		$1K Buy
122
+1
+0.8% +$11 ﹤0.01% 812
2020
Q2 		$1K Sell
121
-872
-88% -$7.82K ﹤0.01% 793
2020
Q1 		$9K Sell
993
-455
-31% -$6.92K 0.01% 482
2019
Q4 		$26K Buy
1,448
+24
+2% +$409 0.02% 371
2019
Q3 		$24K Buy
+1,424
New +$25.1K 0.02% 371
2019
Q2 		– Sell
-883
Closed -$17K – 919
2019
Q1 		$17K Buy
883
+13
+1% +$243 0.01% 370
2018
Q4 		$14K Buy
+870
New +$17.4K 0.01% 376

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's IVZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco (IVZ) in Q4 2021, closing a stake of 126 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in IVZ in Q4 2018 and held it in 11 quarters. The position peaked at $26K in Q4 2019. 566 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

  • Liberty Wealth Management reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 126 Invesco shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in Invesco in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Invesco position peaked at $26K in Q4 2019.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.