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Sonora Investment Management’s Invesco IVZ Stock Holding History

Sonora Investment 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
2019
Q3 		– Sell
-526
Closed -$11K – 1774
2019
Q2 		$11K Hold
526
– – ﹤0.01% 1108
2019
Q1 		$10K Sell
526
-194
-27% -$3.63K ﹤0.01% 1032
2018
Q4 		$12K Buy
720
+194
+37% +$3.88K ﹤0.01% 777
2018
Q3 		$12K Buy
526
+461
+709% +$11.5K ﹤0.01% 796
2018
Q2 		$2K Hold
65
– – ﹤0.01% 1067
2018
Q1 		$2.08K Hold
65
– – ﹤0.01% 1056
2017
Q4 		$2.38K Buy
+65
New +$2.35K ﹤0.01% 1039
2015
Q4 		– Sell
-137
Closed -$4K – 967
2015
Q3 		$4K Buy
+137
New +$4.88K ﹤0.01% 810

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sonora Investment Management's IVZ Position: Q3 2019 in Review

Sonora Investment Management sold out of Invesco (IVZ) in Q3 2019, closing a stake of 526 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in IVZ in Q3 2015 and held it in 8 quarters. The position peaked at $12K in Q4 2018. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

  • Sonora Investment Management reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 526 Invesco shares in Q3 2019, an estimated $11K.
  • Sonora Investment Management first reported a position in Invesco in Q3 2015 and held it in 8 quarters.
  • Sonora Investment Management's Invesco position peaked at $12K in Q4 2018.
  • 514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.