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Ranch Capital Advisors’s Invesco IVZ Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-509
Closed -$12K – 353
2021
Q3 		$12K Buy
509
+3
+0.6% +$75 0.01% 447
2021
Q2 		$13K Buy
506
+3
+0.6% +$82 0.01% 593
2021
Q1 		$12K Sell
503
-397
-44% -$8.9K 0.01% 591
2020
Q4 		$15K Buy
900
+500
+125% +$7.69K 0.01% 539
2020
Q3 		$4K Sell
400
-164
-29% -$1.74K ﹤0.01% 734
2020
Q2 		$6K Sell
564
-250
-31% -$2.24K ﹤0.01% 728
2020
Q1 		$7K Hold
814
– – 0.01% 659
2019
Q4 		$15K Buy
+814
New +$13.9K 0.01% 575

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ranch Capital Advisors's IVZ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco (IVZ) in Q4 2021, closing a stake of 509 shares — an estimated $12K sold.

Ranch Capital Advisors first reported a position in IVZ in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2020. 566 funds tracked by Wall St. Rank hold IVZ as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Invesco position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 509 Invesco shares in Q4 2021, an estimated $12K.
  • Ranch Capital Advisors first reported a position in Invesco in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Invesco position peaked at $15K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.