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	–	1683
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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sutton Wealth Advisors's IVZ Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Invesco (IVZ) in Q4 2022, closing a stake of 13 shares — an estimated $178 sold.

Sutton Wealth Advisors first reported a position in IVZ in Q1 2016 and held it in 19 quarters. The position peaked at $2.96K in Q4 2017. 508 funds tracked by Wall St. Rank hold IVZ as of Q4 2022.

Sutton Wealth Advisors reported no remaining Invesco position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 13 Invesco shares in Q4 2022, an estimated $178.
Sutton Wealth Advisors first reported a position in Invesco in Q1 2016 and held it in 19 quarters.
Sutton Wealth Advisors's Invesco position peaked at $2.96K in Q4 2017.
508 funds tracked by Wall St. Rank held Invesco as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.