River Wealth Advisors’s Invesco IVZ Stock Holding History

River 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
2019 Q1	–	Sell	-35	Closed	-$1K	–	322
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	522
2018 Q3	$1K	Buy	+35	New	+$875	﹤0.01%	558

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

River Wealth Advisors's IVZ Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco (IVZ) in Q1 2019, closing a stake of 35 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in IVZ in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

River Wealth Advisors reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 35 Invesco shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in Invesco in Q3 2018 and held it in 2 quarters.
River Wealth Advisors's Invesco position peaked at $1K in Q4 2018.
523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.