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TD Ameritrade Investment Management’s Invesco IVZ Stock Holding History

TD Ameritrade Investment Management’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
Q2 		– Sell
-550
Closed -$13K – 624
2022
Q1 		$13K Buy
+550
New +$12.2K ﹤0.01% 466
2021
Q4 		– Sell
-126
Closed -$1K – 665
2021
Q3 		$1K Sell
126
-395
-76% -$9.88K ﹤0.01% 622
2021
Q2 		$14K Buy
521
+520
+52,000% +$14.2K ﹤0.01% 425
2021
Q1 		$0 Hold
1
– – ﹤0.01% 628
2020
Q4 		$0 Sell
1
-125
-99% -$1.92K ﹤0.01% 649
2020
Q3 		$1K Sell
126
-43,800
-100% -$464K ﹤0.01% 622
2020
Q2 		$473K Sell
43,926
-5,719
-12% -$51.3K ﹤0.01% 162
2020
Q1 		$451K Buy
+49,645
New +$755K ﹤0.01% 161
2019
Q3 		– Sell
-22
Closed – – 672
2019
Q2 		$0 Hold
22
– – ﹤0.01% 661
2019
Q1 		$0 Hold
22
– – ﹤0.01% 600
2018
Q4 		$0 Sell
22
-58
-73% -$1.16K ﹤0.01% 599
2018
Q3 		$2K Sell
80
-458
-85% -$11.4K ﹤0.01% 492
2018
Q2 		$14K Buy
+538
New +$15.5K ﹤0.01% 218

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Ameritrade Investment Management's IVZ Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of Invesco (IVZ) in Q2 2022, closing a stake of 550 shares — an estimated $13K sold.

TD Ameritrade Investment Management first reported a position in IVZ in Q2 2018 and held it in 13 quarters. The position peaked at $473K in Q2 2020. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

  • TD Ameritrade Investment Management reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 550 Invesco shares in Q2 2022, an estimated $13K.
  • TD Ameritrade Investment Management first reported a position in Invesco in Q2 2018 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Invesco position peaked at $473K in Q2 2020.
  • 520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.