McGuire Investment Group’s Invesco IVZ Stock Holding History

McGuire Investment Group’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 Q1	–	Sell	-111,402	Closed	-$1.94M	–	111
2020 Q4	$1.94M	Buy	111,402 +502	+0.5%	+$7.72K	0.48%	40
2020 Q3	$1.26M	Buy	110,900 +2,222	+2%	+$23.5K	0.38%	45
2020 Q2	$1.17M	Sell	108,678 -18,943	-15%	-$170K	0.41%	41
2020 Q1	$1.16M	Sell	127,621 -28,504	-18%	-$433K	0.48%	42
2019 Q4	$2.81M	Buy	156,125 +1,845	+1%	+$31.5K	0.83%	42
2019 Q3	$2.61M	Buy	+154,280	New	+$2.72M	0.86%	43

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

TFM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McGuire Investment Group's IVZ Position: Q1 2021 in Review

McGuire Investment Group sold out of Invesco (IVZ) in Q1 2021, closing a stake of 111,402 shares — an estimated $1.94M sold.

McGuire Investment Group first reported a position in IVZ in Q3 2019 and held it in 6 quarters. The position peaked at $2.81M in Q4 2019. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

McGuire Investment Group reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
McGuire Investment Group sold 111,402 Invesco shares in Q1 2021, an estimated $1.94M.
McGuire Investment Group first reported a position in Invesco in Q3 2019 and held it in 6 quarters.
McGuire Investment Group's Invesco position peaked at $2.81M in Q4 2019.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on McGuire Investment Group's 13F filing for Q1 2021, filed 20 Apr 2021.