Vectors Research Management’s Invesco IVZ Stock Holding History

Vectors Research Management’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	-1,065	Closed	-$19K	–	461
2020 Q4	$19K	Hold	1,065	–	–	0.01%	274
2020 Q3	$12K	Buy	1,065 +485	+84%	+$5.14K	﹤0.01%	287
2020 Q2	$6K	Hold	580	–	–	﹤0.01%	331
2020 Q1	$5K	Hold	580	–	–	﹤0.01%	358
2019 Q4	$10K	Hold	580	–	–	﹤0.01%	350
2019 Q3	$10K	Buy	+580	New	+$10.2K	﹤0.01%	290

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

Vectors Research Management's IVZ Position: Q1 2021 in Review

Vectors Research Management sold out of Invesco (IVZ) in Q1 2021, closing a stake of 1,065 shares — an estimated $19K sold.

Vectors Research Management first reported a position in IVZ in Q3 2019 and held it in 6 quarters. The position peaked at $19K in Q4 2020. 535 funds tracked by Wall St. Rank hold IVZ as of Q1 2021.

Vectors Research Management reported no remaining Invesco position as of Q1 2021 after selling out during the quarter.
Vectors Research Management sold 1,065 Invesco shares in Q1 2021, an estimated $19K.
Vectors Research Management first reported a position in Invesco in Q3 2019 and held it in 6 quarters.
Vectors Research Management's Invesco position peaked at $19K in Q4 2020.
535 funds tracked by Wall St. Rank held Invesco as of Q1 2021.

Based on Vectors Research Management's 13F filing for Q1 2021, filed 18 May 2021.