NIM
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NuWave Investment Management’s Invesco IVZ Stock Holding History

NuWave Investment 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
2020
Q3 		– Sell
-25,987
Closed -$218K – 554
2020
Q2 		$218K Buy
+25,987
New +$233K 0.29% 98
2020
Q1 		– Sell
-426
Closed -$8K – 309
2019
Q4 		$8K Sell
426
-2,625
-86% -$44.8K 0.01% 351
2019
Q3 		$47K Buy
3,051
+2,434
+394% +$43K 0.05% 261
2019
Q2 		$13K Buy
+617
New +$12.8K 0.01% 338
2019
Q1 		– Sell
-11,036
Closed -$325K – 417
2018
Q4 		$325K Buy
11,036
+9,350
+555% +$187K 0.56% 68
2018
Q3 		$38K Buy
+1,686
New +$42.1K 0.06% 207
2018
Q1 		– Sell
-14,221
Closed -$520K – 294
2017
Q4 		$520K Buy
+14,221
New +$515K 0.61% 62
2014
Q3 		$4K Buy
+113
New +$4.44K 0.01% 211
2014
Q1 		– Sell
-1,889
Closed -$69K – 306
2013
Q4 		$69K Sell
1,889
-4,723
-71% -$160K 0.06% 195
2013
Q3 		$211K Buy
+6,612
New +$211K 0.19% 150

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return