Regent Peak Wealth Advisors’s Invesco IVZ Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-3,204	Closed	-$56K	–	559
2020 Q4	$56K	Buy	+3,204	New	+$49.3K	0.02%	295

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regent Peak Wealth Advisors's IVZ Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Invesco (IVZ) in Q1 2021, closing a stake of 3,204 shares — an estimated $56K sold.

Regent Peak Wealth Advisors first reported a position in IVZ in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3,204 Invesco shares in Q1 2021, an estimated $56K.
Regent Peak Wealth Advisors first reported a position in Invesco in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Invesco position peaked at $56K in Q4 2020.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.