TFA
IVZ icon

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
-700
Closed -$12K – 502
2019
Q3 		$12K Hold
700
– – ﹤0.01% 305
2019
Q2 		$14K Buy
+700
New +$14.5K ﹤0.01% 297

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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.