Moulton Wealth Management’s Invesco IVZ Stock Holding History

Moulton 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	-68,381	Closed	-$1.77M	–	36
2021 Q1	$1.77M	Buy	+68,381	New	+$1.53M	1.33%	18

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

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

Moulton Wealth Management sold out of Invesco (IVZ) in Q2 2021, closing a stake of 68,381 shares — an estimated $1.77M sold.

Moulton Wealth Management first reported a position in IVZ in Q1 2021 and held it in 1 quarter. The position peaked at $1.77M in Q1 2021. 557 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

Moulton Wealth Management reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
Moulton Wealth Management sold 68,381 Invesco shares in Q2 2021, an estimated $1.77M.
Moulton Wealth Management first reported a position in Invesco in Q1 2021 and held it in 1 quarter.
Moulton Wealth Management's Invesco position peaked at $1.77M in Q1 2021.
557 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Moulton Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.