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Toth Financial Advisory’s Invesco IVZ Stock Holding History

Toth Financial Advisory’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
2019
Q4 		– Sell
-500
Closed -$8K – 503
2019
Q3 		$8K Hold
500
– – ﹤0.01% 326
2019
Q2 		$10K Buy
500
+100
+25% +$2.08K ﹤0.01% 324
2019
Q1 		$8K Hold
400
– – ﹤0.01% 315
2018
Q4 		$7K Hold
400
– – ﹤0.01% 302
2018
Q3 		$9K Hold
400
– – ﹤0.01% 319
2018
Q2 		$11K Buy
+400
New +$11.5K ﹤0.01% 303

Other funds holding IVZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Toth Financial Advisory's IVZ Position: Q4 2019 in Review

Toth Financial Advisory sold out of Invesco (IVZ) in Q4 2019, closing a stake of 500 shares — an estimated $8K sold.

Toth Financial Advisory first reported a position in IVZ in Q2 2018 and held it in 6 quarters. The position peaked at $11K in Q2 2018. 520 funds tracked by Wall St. Rank hold IVZ as of Q4 2019.

  • Toth Financial Advisory reported no remaining Invesco position as of Q4 2019 after selling out during the quarter.
  • Toth Financial Advisory sold 500 Invesco shares in Q4 2019, an estimated $8K.
  • Toth Financial Advisory first reported a position in Invesco in Q2 2018 and held it in 6 quarters.
  • Toth Financial Advisory's Invesco position peaked at $11K in Q2 2018.
  • 520 funds tracked by Wall St. Rank held Invesco as of Q4 2019.

Based on Toth Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.