Mine & Arao Wealth Creation & Management’s Invesco IVZ Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q1	–	Sell	-600	Closed	-$10.7K	–	388
2023 Q4	$10.7K	Hold	600	–	–	0.01%	209
2023 Q3	$8.71K	Hold	600	–	–	0.01%	217
2023 Q2	$10.1K	Hold	600	–	–	0.01%	222
2023 Q1	$9.84K	Hold	600	–	–	0.01%	225
2022 Q4	$10.8K	Hold	600	–	–	0.01%	212
2022 Q3	$8K	Hold	600	–	–	0.01%	241
2022 Q2	$10K	Hold	600	–	–	0.01%	226
2022 Q1	$14K	Hold	600	–	–	0.01%	214
2021 Q4	$14K	Hold	600	–	–	0.01%	217
2021 Q3	$14K	Hold	600	–	–	0.01%	218
2021 Q2	$16K	Hold	600	–	–	0.01%	205
2021 Q1	$15K	Hold	600	–	–	0.01%	199
2020 Q4	$10K	Hold	600	–	–	0.01%	205
2020 Q3	$7K	Buy	600 +200	+50%	+$2.12K	0.01%	209
2020 Q2	$4K	Buy	+400	New	+$3.59K	﹤0.01%	214

Other funds holding IVZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IVZ Position: Q1 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Invesco (IVZ) in Q1 2024, closing a stake of 600 shares — an estimated $10.7K sold.

Mine & Arao Wealth Creation & Management first reported a position in IVZ in Q2 2020 and held it in 15 quarters. The position peaked at $16K in Q2 2021. 496 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

Mine & Arao Wealth Creation & Management reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 600 Invesco shares in Q1 2024, an estimated $10.7K.
Mine & Arao Wealth Creation & Management first reported a position in Invesco in Q2 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's Invesco position peaked at $16K in Q2 2021.
496 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2024, filed 9 May 2024.