SeaCrest Wealth Management’s Invesco IVZ Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-10,208	Closed	-$184K	–	542
2019 Q4	$184K	Buy	+10,208	New	+$174K	0.03%	519
2019 Q2	–	Sell	-411	Closed	-$8K	–	1180
2019 Q1	$8K	Sell	411 -1,173	-74%	-$21.9K	﹤0.01%	1596
2018 Q4	$27K	Buy	1,584 +1,000	+171%	+$20K	0.01%	1115
2018 Q3	$13K	Sell	584 -1,330	-69%	-$33.2K	﹤0.01%	1541
2018 Q2	$51K	Sell	1,914 -310	-14%	-$8.92K	0.01%	978
2018 Q1	$71K	Sell	2,224 -433	-16%	-$14.9K	0.01%	815
2017 Q4	$97K	Buy	+2,657	New	+$96.1K	0.02%	726

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

SeaCrest Wealth Management's IVZ Position: Q1 2020 in Review

SeaCrest Wealth Management sold out of Invesco (IVZ) in Q1 2020, closing a stake of 10,208 shares — an estimated $184K sold.

SeaCrest Wealth Management first reported a position in IVZ in Q4 2017 and held it in 7 quarters. The position peaked at $184K in Q4 2019. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

SeaCrest Wealth Management reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
SeaCrest Wealth Management sold 10,208 Invesco shares in Q1 2020, an estimated $184K.
SeaCrest Wealth Management first reported a position in Invesco in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco position peaked at $184K in Q4 2019.
502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on SeaCrest Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.