OIA
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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 – 861
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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return