PWMAG
IVZ icon

Pinnacle Wealth Management Advisory Group’s Invesco IVZ Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-10,959
Closed -$186K – 190
2019
Q3 		$186K Buy
+10,959
New +$193K 0.08% 171
2019
Q2 		– Sell
-10,314
Closed -$199K – 189
2019
Q1 		$199K Buy
+10,314
New +$193K 0.09% 176
2018
Q4 		– Sell
-9,836
Closed -$225K – 168
2018
Q3 		$225K Sell
9,836
-3,294
-25% -$82.3K 0.11% 140
2018
Q2 		$349K Buy
13,130
+4,747
+57% +$137K 0.19% 105
2018
Q1 		$268K Sell
8,383
-98
-1% -$3.38K 0.15% 115
2017
Q4 		$310K Buy
8,481
+316
+4% +$11.4K 0.17% 111
2017
Q3 		$286K Buy
8,165
+775
+10% +$26.5K 0.17% 119
2017
Q2 		$260K Buy
+7,390
New +$241K 0.16% 122

Other funds holding IVZ

Vanguard Group
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return