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Sargent Bickham Lagudis’s Invesco IVZ Stock Holding History

Sargent Bickham Lagudis’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
2017
Q2 		– Sell
-744
Closed -$23K – 786
2017
Q1 		$23K Hold
744
– – ﹤0.01% 471
2016
Q4 		$23K Hold
744
– – ﹤0.01% 444
2016
Q3 		$23K Hold
744
– – ﹤0.01% 460
2016
Q2 		$19K Sell
744
-250
-25% -$7.42K ﹤0.01% 465
2016
Q1 		$31K Buy
+994
New +$28.7K 0.01% 427

Other funds holding IVZ

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sargent Bickham Lagudis's IVZ Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of Invesco (IVZ) in Q2 2017, closing a stake of 744 shares — an estimated $23K sold.

Sargent Bickham Lagudis first reported a position in IVZ in Q1 2016 and held it in 5 quarters. The position peaked at $31K in Q1 2016. 565 funds tracked by Wall St. Rank hold IVZ as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining Invesco position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 744 Invesco shares in Q2 2017, an estimated $23K.
  • Sargent Bickham Lagudis first reported a position in Invesco in Q1 2016 and held it in 5 quarters.
  • Sargent Bickham Lagudis's Invesco position peaked at $31K in Q1 2016.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.