Strategic Blueprint’s Invesco IVZ Stock Holding History

Strategic Blueprint’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
2021 Q3	–	Sell	-46	Closed	-$1K	–	857
2021 Q2	$1K	Buy	+46	New	+$1.25K	﹤0.01%	1325

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Strategic Blueprint's IVZ Position: Q3 2021 in Review

Strategic Blueprint sold out of Invesco (IVZ) in Q3 2021, closing a stake of 46 shares — an estimated $1K sold.

Strategic Blueprint first reported a position in IVZ in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 555 funds tracked by Wall St. Rank hold IVZ as of Q3 2021.

Strategic Blueprint reported no remaining Invesco position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 46 Invesco shares in Q3 2021, an estimated $1K.
Strategic Blueprint first reported a position in Invesco in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's Invesco position peaked at $1K in Q2 2021.
555 funds tracked by Wall St. Rank held Invesco as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.