SFSIG
IVZ icon

San Francisco Sentry Investment Group’s Invesco IVZ Stock Holding History

San Francisco Sentry Investment 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
2020
Q2 		– Sell
-233
Closed -$2K – 770
2020
Q1 		$2K Buy
+233
New +$3.54K ﹤0.01% 665
2019
Q4 		– Sell
-93
Closed -$2K – 926
2019
Q3 		$2K Hold
93
– – ﹤0.01% 745
2019
Q2 		$2K Sell
93
-28
-23% -$581 ﹤0.01% 751
2019
Q1 		$3K Buy
121
+28
+30% +$524 ﹤0.01% 716
2018
Q4 		$2K Sell
93
-142
-60% -$2.84K ﹤0.01% 759
2018
Q3 		$5K Buy
235
+123
+110% +$3.07K ﹤0.01% 662
2018
Q2 		$3K Sell
112
-7
-6% -$201 ﹤0.01% 671
2018
Q1 		$4K Hold
119
– – ﹤0.01% 784
2017
Q4 		$4K Hold
119
– – ﹤0.01% 783
2017
Q3 		$4K Buy
119
+17
+17% +$581 ﹤0.01% 767
2017
Q2 		$4K Buy
+102
New +$3.33K ﹤0.01% 624

Other funds holding IVZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return