VCP
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Verus Capital Partners’s Invesco IVZ Stock Holding History

Verus Capital Partners’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
2020
Q1 		$6K Sell
667
-155
-19% -$2.36K ﹤0.01% 1137
2019
Q4 		$15K Buy
+822
New +$14K ﹤0.01% 1000

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Verus Capital Partners's IVZ Position: Q1 2020 in Review

Verus Capital Partners reduced its Invesco (IVZ) stake by 19% in Q1 2020, selling an estimated $2.36K and leaving 667 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Verus Capital Partners first reported a position in IVZ in Q4 2019 and has held it in 2 quarters since. The position peaked at $15K in Q4 2019. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

  • Verus Capital Partners held 667 shares of Invesco worth $6K as of Q1 2020.
  • Verus Capital Partners sold 155 Invesco shares in Q1 2020, an estimated $2.36K.
  • Invesco made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1137 holding.
  • Verus Capital Partners first reported a position in Invesco in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco position peaked at $15K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.