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 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

Pinnacle Wealth Management Advisory Group's IVZ Position: Q4 2019 in Review

Pinnacle Wealth Management Advisory Group sold out of Invesco (IVZ) in Q4 2019, closing a stake of 10,959 shares — an estimated $186K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IVZ in Q2 2017 and held it in 8 quarters. The position peaked at $349K in Q2 2018. 520 funds tracked by Wall St. Rank hold IVZ as of Q4 2019.

Pinnacle Wealth Management Advisory Group reported no remaining Invesco position as of Q4 2019 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 10,959 Invesco shares in Q4 2019, an estimated $186K.
Pinnacle Wealth Management Advisory Group first reported a position in Invesco in Q2 2017 and held it in 8 quarters.
Pinnacle Wealth Management Advisory Group's Invesco position peaked at $349K in Q2 2018.
520 funds tracked by Wall St. Rank held Invesco as of Q4 2019.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2019, filed 5 Feb 2020.