MPS Loria Financial Planners’s Invesco IVZ Stock Holding History

MPS Loria Financial Planners’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	-53	Closed	-$1K	–	602
2020 Q4	$1K	Buy	+53	New	+$815	﹤0.01%	547

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 $3.38T AUM 44.17% 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

MPS Loria Financial Planners's IVZ Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Invesco (IVZ) in Q1 2021, closing a stake of 53 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in IVZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

MPS Loria Financial Planners reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 53 Invesco shares in Q1 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Invesco in Q4 2020 and held it in 1 quarter.
MPS Loria Financial Planners's Invesco position peaked at $1K in Q4 2020.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.