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OneDigital Investment Advisors’s Invesco IVZ Stock Holding History

OneDigital Investment Advisors’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
-3,012
Closed -$62K – 859
2019
Q2 		$62K Sell
3,012
-155
-5% -$3.22K ﹤0.01% 534
2019
Q1 		$61K Hold
3,167
– – 0.01% 457
2018
Q4 		$53K Buy
+3,167
New +$63.4K 0.01% 443
2018
Q3 		– Sell
-2,690
Closed -$71K – 1106
2018
Q2 		$71K Sell
2,690
-701
-21% -$20.2K 0.01% 408
2018
Q1 		$108K Buy
3,391
+967
+40% +$33.3K 0.02% 326
2017
Q4 		$89K Sell
2,424
-37
-2% -$1.34K 0.01% 372
2017
Q3 		$86K Buy
2,461
+34
+1% +$1.16K 0.03% 262
2017
Q2 		$85K Buy
+2,427
New +$79.1K 0.03% 344

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

OneDigital Investment Advisors's IVZ Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 3,012 shares — an estimated $62K sold.

OneDigital Investment Advisors first reported a position in IVZ in Q2 2017 and held it in 8 quarters. The position peaked at $108K in Q1 2018. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,012 Invesco shares in Q3 2019, an estimated $62K.
  • OneDigital Investment Advisors first reported a position in Invesco in Q2 2017 and held it in 8 quarters.
  • OneDigital Investment Advisors's Invesco position peaked at $108K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.