Mattern Wealth Management’s Invesco IVZ Stock Holding History

Mattern 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 Q2	–	Sell	-27,565	Closed	-$695K	–	171
2021 Q1	$695K	Buy	+27,565	New	+$618K	0.24%	90

Other funds holding IVZ

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mattern Wealth Management's IVZ Position: Q2 2021 in Review

Mattern Wealth Management sold out of Invesco (IVZ) in Q2 2021, closing a stake of 27,565 shares — an estimated $695K sold.

Mattern Wealth Management first reported a position in IVZ in Q1 2021 and held it in 1 quarter. The position peaked at $695K in Q1 2021. 557 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

Mattern Wealth Management reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
Mattern Wealth Management sold 27,565 Invesco shares in Q2 2021, an estimated $695K.
Mattern Wealth Management first reported a position in Invesco in Q1 2021 and held it in 1 quarter.
Mattern Wealth Management's Invesco position peaked at $695K in Q1 2021.
557 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Mattern Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.