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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return