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Professional Financial Advisors’s Invesco IVZ Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-1,331
Closed -$18K – 268
2022
Q3 		$18K Hold
1,331
– – 0.01% 238
2022
Q2 		$21K Hold
1,331
– – 0.01% 227
2022
Q1 		$31K Hold
1,331
– – 0.01% 186
2021
Q4 		$31K Hold
1,331
– – 0.01% 210
2021
Q3 		$32K Hold
1,331
– – 0.02% 172
2021
Q2 		$35K Hold
1,331
– – 0.02% 172
2021
Q1 		$34K Hold
1,331
– – 0.02% 155
2020
Q4 		$23K Hold
1,331
– – 0.02% 182
2020
Q3 		$17K Buy
+1,331
New +$14.1K 0.02% 187

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return