SteelPeak Wealth’s Invesco IVZ Stock Holding History

SteelPeak Wealth’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	–	Sell	-33,182	Closed	-$357K	–	310
2020 Q2	$357K	Buy	33,182 +5,204	+19%	+$46.7K	0.05%	191
2020 Q1	$254K	Buy	27,978 +8,439	+43%	+$128K	0.04%	187
2019 Q4	$351K	Buy	+19,539	New	+$333K	0.05%	190

Other funds holding IVZ

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

SteelPeak Wealth's IVZ Position: Q3 2020 in Review

SteelPeak Wealth sold out of Invesco (IVZ) in Q3 2020, closing a stake of 33,182 shares — an estimated $357K sold.

SteelPeak Wealth first reported a position in IVZ in Q4 2019 and held it in 3 quarters. The position peaked at $357K in Q2 2020. 458 funds tracked by Wall St. Rank hold IVZ as of Q3 2020.

SteelPeak Wealth reported no remaining Invesco position as of Q3 2020 after selling out during the quarter.
SteelPeak Wealth sold 33,182 Invesco shares in Q3 2020, an estimated $357K.
SteelPeak Wealth first reported a position in Invesco in Q4 2019 and held it in 3 quarters.
SteelPeak Wealth's Invesco position peaked at $357K in Q2 2020.
458 funds tracked by Wall St. Rank held Invesco as of Q3 2020.

Based on SteelPeak Wealth's 13F filing for Q3 2020, filed 26 Oct 2020.