Signature Wealth Management Group’s Invesco IVZ Stock Holding History

Signature Wealth Management 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 Q1	–	Sell	-100,343	Closed	-$1.8M	–	74
2019 Q4	$1.8M	Sell	100,343 -593	-0.6%	-$10.1K	1.14%	40
2019 Q3	$1.71M	Sell	100,936 -582	-0.6%	-$10.3K	1.13%	40
2019 Q2	$2.13M	Sell	101,518 -783	-0.8%	-$16.3K	1.42%	38
2019 Q1	$1.98M	Sell	102,301 -162	-0.2%	-$3.03K	1.38%	39
2018 Q4	$1.72M	Sell	102,463 -2,720	-3%	-$54.4K	1.33%	38
2018 Q3	$2.23M	Buy	105,183 +6,497	+7%	+$162K	1.66%	35
2018 Q2	$2.62M	Buy	98,686 +854	+0.9%	+$24.6K	1.94%	27
2018 Q1	$3.13M	Buy	97,832 +1,952	+2%	+$67.3K	2.42%	10
2017 Q4	$3.5M	Buy	+95,880	New	+$3.47M	2.57%	10

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

Signature Wealth Management Group's IVZ Position: Q1 2020 in Review

Signature Wealth Management Group sold out of Invesco (IVZ) in Q1 2020, closing a stake of 100,343 shares — an estimated $1.8M sold.

Signature Wealth Management Group first reported a position in IVZ in Q4 2017 and held it in 9 quarters. The position peaked at $3.5M in Q4 2017. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

Signature Wealth Management Group reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
Signature Wealth Management Group sold 100,343 Invesco shares in Q1 2020, an estimated $1.8M.
Signature Wealth Management Group first reported a position in Invesco in Q4 2017 and held it in 9 quarters.
Signature Wealth Management Group's Invesco position peaked at $3.5M in Q4 2017.
502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Signature Wealth Management Group's 13F filing for Q1 2020, filed 26 May 2020.