Lion Street Advisors’s Invesco IVZ Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-280	Closed	-$3K	–	215
2020 Q1	$3K	Buy	+280	New	+$4.26K	0.02%	316

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lion Street Advisors's IVZ Position: Q2 2020 in Review

Lion Street Advisors sold out of Invesco (IVZ) in Q2 2020, closing a stake of 280 shares — an estimated $3K sold.

Lion Street Advisors first reported a position in IVZ in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

Lion Street Advisors reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 280 Invesco shares in Q2 2020, an estimated $3K.
Lion Street Advisors first reported a position in Invesco in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Invesco position peaked at $3K in Q1 2020.
451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.