Personal CFO Solutions’s Invesco IVZ Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-19,402	Closed	-$420K	–	364
2019 Q3	$420K	Buy	+19,402	New	+$343K	0.17%	158

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Personal CFO Solutions's IVZ Position: Q4 2019 in Review

Personal CFO Solutions sold out of Invesco (IVZ) in Q4 2019, closing a stake of 19,402 shares — an estimated $420K sold.

Personal CFO Solutions first reported a position in IVZ in Q3 2019 and held it in 1 quarter. The position peaked at $420K in Q3 2019. 520 funds tracked by Wall St. Rank hold IVZ as of Q4 2019.

Personal CFO Solutions reported no remaining Invesco position as of Q4 2019 after selling out during the quarter.
Personal CFO Solutions sold 19,402 Invesco shares in Q4 2019, an estimated $420K.
Personal CFO Solutions first reported a position in Invesco in Q3 2019 and held it in 1 quarter.
Personal CFO Solutions's Invesco position peaked at $420K in Q3 2019.
520 funds tracked by Wall St. Rank held Invesco as of Q4 2019.

Based on Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.