Univest Financial’s Invesco IVZ Stock Holding History

Univest Financial’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	-24,099	Closed	-$408K	–	116
2019 Q3	$408K	Buy	24,099 +1,002	+4%	+$17.7K	0.13%	81
2019 Q2	$473K	Sell	23,097 -403	-2%	-$8.37K	0.15%	75
2019 Q1	$454K	Buy	+23,500	New	+$439K	0.15%	80
2018 Q4	–	Sell	-11,986	Closed	-$274K	–	118
2018 Q3	$274K	Sell	11,986 -174	-1%	-$4.35K	0.08%	97
2018 Q2	$323K	Buy	+12,160	New	+$350K	0.13%	84

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Univest Financial's IVZ Position: Q4 2019 in Review

Univest Financial sold out of Invesco (IVZ) in Q4 2019, closing a stake of 24,099 shares — an estimated $408K sold.

Univest Financial first reported a position in IVZ in Q2 2018 and held it in 5 quarters. The position peaked at $473K in Q2 2019. 519 funds tracked by Wall St. Rank hold IVZ as of Q4 2019.

Univest Financial reported no remaining Invesco position as of Q4 2019 after selling out during the quarter.
Univest Financial sold 24,099 Invesco shares in Q4 2019, an estimated $408K.
Univest Financial first reported a position in Invesco in Q2 2018 and held it in 5 quarters.
Univest Financial's Invesco position peaked at $473K in Q2 2019.
519 funds tracked by Wall St. Rank held Invesco as of Q4 2019.

Based on Univest Financial's 13F filing for Q4 2019, filed 14 Jan 2020.