Sutton Wealth Advisors’s Invesco IVZ Stock Holding History

Sutton Wealth Advisors’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
2022 Q4	–	Sell	-13	Closed	-$178	–	1696
2022 Q3	$178	Hold	13	–	–	﹤0.01%	1562
2022 Q2	$210	Buy	13 +6	+86%	+$114	﹤0.01%	1572
2022 Q1	$161	Buy	+7	New	+$155	﹤0.01%	1584
2020 Q1	–	Sell	-81	Closed	-$1.46K	–	1235
2019 Q4	$1.46K	Hold	81	–	–	﹤0.01%	1090
2019 Q3	$1.37K	Hold	81	–	–	﹤0.01%	1092
2019 Q2	$1.66K	Hold	81	–	–	﹤0.01%	1070
2019 Q1	$1.56K	Hold	81	–	–	﹤0.01%	1078
2018 Q4	$1.36K	Hold	81	–	–	﹤0.01%	1023
2018 Q3	$1.85K	Hold	81	–	–	﹤0.01%	1002
2018 Q2	$2.15K	Hold	81	–	–	﹤0.01%	1004
2018 Q1	$2.59K	Hold	81	–	–	﹤0.01%	985
2017 Q4	$2.96K	Hold	81	–	–	﹤0.01%	941
2017 Q3	$2.84K	Hold	81	–	–	﹤0.01%	929
2017 Q2	$2.85K	Hold	81	–	–	﹤0.01%	932
2017 Q1	$2.48K	Hold	81	–	–	﹤0.01%	922
2016 Q4	$2.46K	Hold	81	–	–	﹤0.01%	915
2016 Q3	$2.53K	Hold	81	–	–	﹤0.01%	905
2016 Q2	$2.07K	Hold	81	–	–	﹤0.01%	883
2016 Q1	$2.49K	Buy	+81	New	+$2.34K	﹤0.01%	857

Other funds holding IVZ

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return