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Shine Investment Advisory Services’s Invesco IVZ Stock Holding History

Shine Investment Advisory Services’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
Q3 		$17K Buy
+1,474
New +$15.6K 0.01% 470
2019
Q3 		– Sell
-16
Closed – – 737
2019
Q2 		$0 Hold
16
– – ﹤0.01% 700
2019
Q1 		$0 Buy
+16
New +$299 ﹤0.01% 702

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Shine Investment Advisory Services's IVZ Position: Q3 2020 in Review

Shine Investment Advisory Services opened a new position in Invesco (IVZ) in Q3 2020: 1,474 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Shine Investment Advisory Services previously reported a position in IVZ as recently as Q2 2019.

Shine Investment Advisory Services first reported a position in IVZ in Q1 2019 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold IVZ as of Q3 2020.

  • Shine Investment Advisory Services held 1,474 shares of Invesco worth $17K as of Q3 2020.
  • Invesco was a new Shine Investment Advisory Services position in Q3 2020.
  • Invesco made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #470 holding.
  • Shine Investment Advisory Services first reported a position in Invesco in Q1 2019 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Invesco as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.