Polaris Wealth Advisory Group’s Invesco IVZ Stock Holding History

Polaris Wealth 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 Q3	–	Sell	-121,608	Closed	-$2.5M	–	169
2019 Q2	$2.5M	Buy	+121,608	New	+$2.52M	0.19%	77
2018 Q4	–	Sell	-425	Closed	-$10K	–	298
2018 Q3	$10K	Buy	+425	New	+$10.6K	﹤0.01%	403
2018 Q2	–	Sell	-425	Closed	-$14K	–	339
2018 Q1	$14K	Buy	+425	New	+$14.7K	﹤0.01%	327

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

Polaris Wealth Advisory Group's IVZ Position: Q3 2019 in Review

Polaris Wealth Advisory Group sold out of Invesco (IVZ) in Q3 2019, closing a stake of 121,608 shares — an estimated $2.5M sold.

Polaris Wealth Advisory Group first reported a position in IVZ in Q1 2018 and held it in 3 quarters. The position peaked at $2.5M in Q2 2019. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Polaris Wealth Advisory Group reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 121,608 Invesco shares in Q3 2019, an estimated $2.5M.
Polaris Wealth Advisory Group first reported a position in Invesco in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's Invesco position peaked at $2.5M in Q2 2019.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2019, filed 9 Oct 2019.