TRUE Private Wealth Advisors’s Invesco IVZ Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-1,425	Closed	-$24K	–	465
2020 Q4	$24K	Hold	1,425	–	–	﹤0.01%	429
2020 Q3	$16K	Hold	1,425	–	–	﹤0.01%	431
2020 Q2	$15K	Hold	1,425	–	–	﹤0.01%	434
2020 Q1	$12K	Hold	1,425	–	–	﹤0.01%	423
2019 Q4	$25K	Buy	+1,425	New	+$24.3K	﹤0.01%	455
2019 Q3	–	Sell	-1,425	Closed	-$29K	–	478
2019 Q2	$29K	Buy	+1,425	New	+$29.6K	﹤0.01%	408
2018 Q4	–	Sell	-1,556	Closed	-$35.6K	–	584
2018 Q3	$35.6K	Buy	+1,556	New	+$38.9K	0.01%	515

Other funds holding IVZ

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

TFM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

TRUE Private Wealth Advisors's IVZ Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Invesco (IVZ) in Q1 2021, closing a stake of 1,425 shares — an estimated $24K sold.

TRUE Private Wealth Advisors first reported a position in IVZ in Q3 2018 and held it in 7 quarters. The position peaked at $35.6K in Q3 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,425 Invesco shares in Q1 2021, an estimated $24K.
TRUE Private Wealth Advisors first reported a position in Invesco in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Invesco position peaked at $35.6K in Q3 2018.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.