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Voya Financial Advisors’s Invesco IVZ Stock Holding History

Voya Financial 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
2020
Q2 		– Sell
-21,512
Closed -$206K – 616
2020
Q1 		$206K Sell
21,512
-2,079
-9% -$31.6K 0.01% 528
2019
Q4 		$423K Buy
23,591
+2,379
+11% +$40.6K 0.02% 432
2019
Q3 		$361K Buy
21,212
+438
+2% +$7.73K 0.02% 446
2019
Q2 		$423K Buy
20,774
+6,020
+41% +$125K 0.02% 415
2019
Q1 		$286K Buy
14,754
+744
+5% +$13.9K 0.02% 490
2018
Q4 		$232K Sell
14,010
-54
-0.4% -$1.08K 0.02% 484
2018
Q3 		$324K Buy
14,064
+5,006
+55% +$125K 0.02% 464
2018
Q2 		$241K Buy
+9,058
New +$261K 0.02% 489

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Voya Financial Advisors's IVZ Position: Q2 2020 in Review

Voya Financial Advisors sold out of Invesco (IVZ) in Q2 2020, closing a stake of 21,512 shares — an estimated $206K sold.

Voya Financial Advisors first reported a position in IVZ in Q2 2018 and held it in 8 quarters. The position peaked at $423K in Q4 2019. 451 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

  • Voya Financial Advisors reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 21,512 Invesco shares in Q2 2020, an estimated $206K.
  • Voya Financial Advisors first reported a position in Invesco in Q2 2018 and held it in 8 quarters.
  • Voya Financial Advisors's Invesco position peaked at $423K in Q4 2019.
  • 451 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Voya Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.