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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 – 1182
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return