Outlook Wealth Advisors’s Invesco IVZ Stock Holding History

Outlook Wealth 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	-10,059	Closed	-$206K	–	164
2019 Q2	$206K	Buy	+10,059	New	+$209K	0.14%	143
2019 Q1	–	Sell	-12,760	Closed	-$214K	–	162
2018 Q4	$214K	Buy	+12,760	New	+$255K	0.1%	166

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Outlook Wealth Advisors's IVZ Position: Q3 2019 in Review

Outlook Wealth Advisors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 10,059 shares — an estimated $206K sold.

Outlook Wealth Advisors first reported a position in IVZ in Q4 2018 and held it in 2 quarters. The position peaked at $214K in Q4 2018. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Outlook Wealth Advisors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 10,059 Invesco shares in Q3 2019, an estimated $206K.
Outlook Wealth Advisors first reported a position in Invesco in Q4 2018 and held it in 2 quarters.
Outlook Wealth Advisors's Invesco position peaked at $214K in Q4 2018.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Outlook Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.