WEPOG
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Wealth Enhancement & Preservation of GA’s Invesco IVZ Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		– Sell
-109,117
Closed -$2.83M – 55
2021
Q1 		$2.83M Buy
+109,117
New +$2.45M 2.18% 11

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IVZ Position: Q2 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Invesco (IVZ) in Q2 2021, closing a stake of 109,117 shares — an estimated $2.83M sold.

Wealth Enhancement & Preservation of GA first reported a position in IVZ in Q1 2021 and held it in 1 quarter. The position peaked at $2.83M in Q1 2021. 558 funds tracked by Wall St. Rank hold IVZ as of Q2 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Invesco position as of Q2 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 109,117 Invesco shares in Q2 2021, an estimated $2.83M.
  • Wealth Enhancement & Preservation of GA first reported a position in Invesco in Q1 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Invesco position peaked at $2.83M in Q1 2021.
  • 558 funds tracked by Wall St. Rank held Invesco as of Q2 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2021, filed 22 Jul 2021.