WQ
IVZ icon

Wealth Quarterback’s Invesco IVZ Stock Holding History

Wealth Quarterback’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
Q3 		$1K Hold
37
– – ﹤0.01% 786
2021
Q2 		$1K Buy
+37
New +$1.01K ﹤0.01% 800
2020
Q2 		– Sell
-37
Closed -$336 – 429
2020
Q1 		$336 Hold
37
– – ﹤0.01% 911
2019
Q4 		$665 Buy
+37
New +$631 ﹤0.01% 890

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Quarterback's IVZ Position: Q3 2021 in Review

Wealth Quarterback held its Invesco (IVZ) position steady in Q3 2021 at 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Wealth Quarterback first reported a position in IVZ in Q4 2019 and has held it in 4 quarters since. 555 funds tracked by Wall St. Rank hold IVZ as of Q3 2021.

  • Wealth Quarterback held 37 shares of Invesco worth $1K as of Q3 2021.
  • Wealth Quarterback left its Invesco share count unchanged in Q3 2021.
  • Invesco made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #786 holding.
  • Wealth Quarterback first reported a position in Invesco in Q4 2019 and has held it in 4 quarters since.
  • 555 funds tracked by Wall St. Rank held Invesco as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.