MWM
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Meridian Wealth Management’s Invesco IVZ Stock Holding History

Meridian 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
2019
Q3 		– Sell
-15,560
Closed -$318K – 339
2019
Q2 		$318K Buy
+15,560
New +$323K 0.13% 135

Other funds holding IVZ

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Meridian Wealth Management's IVZ Position: Q3 2019 in Review

Meridian Wealth Management sold out of Invesco (IVZ) in Q3 2019, closing a stake of 15,560 shares — an estimated $318K sold.

Meridian Wealth Management first reported a position in IVZ in Q2 2019 and held it in 1 quarter. The position peaked at $318K in Q2 2019. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

  • Meridian Wealth Management reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 15,560 Invesco shares in Q3 2019, an estimated $318K.
  • Meridian Wealth Management first reported a position in Invesco in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Invesco position peaked at $318K in Q2 2019.
  • 514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.