WWMSC
IVZ icon

Wagner Wealth Management (South Carolina)’s Invesco IVZ Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q1 		– Sell
-39
Closed -$1K – 434
2021
Q4 		$1K Buy
39
+1
+3% +$24 ﹤0.01% 659
2021
Q3 		$1K Hold
38
– – ﹤0.01% 624
2021
Q2 		$1K Buy
+38
New +$1.04K ﹤0.01% 664
2018
Q3 		$1K Hold
54
– – ﹤0.01% 624
2018
Q2 		$1K Hold
54
– – ﹤0.01% 592
2018
Q1 		$2K Buy
+54
New +$1.86K ﹤0.01% 482
2017
Q4 		– Hold
0
– – – 394

Other funds holding IVZ

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IVZ Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco (IVZ) in Q1 2022, closing a stake of 39 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in IVZ in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q1 2018. 525 funds tracked by Wall St. Rank hold IVZ as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 39 Invesco shares in Q1 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco in Q1 2018 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Invesco position peaked at $2K in Q1 2018.
  • 525 funds tracked by Wall St. Rank held Invesco as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.