Squar Milner Financial Services’s Invesco IVZ Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-171	Closed	-$1K	–	454
2020 Q1	$1K	Hold	171	–	–	﹤0.01%	723
2019 Q4	$3K	Buy	+171	New	+$2.92K	﹤0.01%	695
2019 Q3	–	Sell	-171	Closed	-$3K	–	459
2019 Q2	$3K	Hold	171	–	–	﹤0.01%	669
2019 Q1	$3K	Hold	171	–	–	﹤0.01%	731
2018 Q4	$3K	Hold	171	–	–	﹤0.01%	649
2018 Q3	$4K	Hold	171	–	–	﹤0.01%	647
2018 Q2	$5K	Buy	+171	New	+$4.92K	﹤0.01%	698

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's IVZ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco (IVZ) in Q2 2020, closing a stake of 171 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in IVZ in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 171 Invesco shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Invesco in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Invesco position peaked at $5K in Q2 2018.
451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.