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Wealthspire Advisors (Maryland)’s Invesco IVZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,078
Closed -$40K – 1222
2019
Q1 		$40K Sell
2,078
-3,125
-60% -$58.4K ﹤0.01% 972
2018
Q4 		$87K Buy
5,203
+3,285
+171% +$65.7K 0.01% 650
2018
Q3 		$44K Sell
1,918
-2,243
-54% -$56.1K ﹤0.01% 1014
2018
Q2 		$111K Sell
4,161
-496
-11% -$14.3K 0.01% 665
2018
Q1 		$149K Buy
4,657
+446
+11% +$15.4K 0.01% 566
2017
Q4 		$154K Sell
4,211
-733
-15% -$26.5K 0.02% 572
2017
Q3 		$173K Sell
4,944
-1,281
-21% -$43.8K 0.02% 523
2017
Q2 		$219K Sell
6,225
-2,558
-29% -$83.4K 0.03% 424
2017
Q1 		$269K Sell
8,783
-1,166
-12% -$36.4K 0.04% 312
2016
Q4 		$302K Sell
9,949
-1,037
-9% -$31.9K 0.05% 273
2016
Q3 		$344K Buy
10,986
+918
+9% +$27K 0.05% 237
2016
Q2 		$257K Buy
10,068
+2,408
+31% +$71.5K 0.04% 296
2016
Q1 		$236K Buy
7,660
+5,003
+188% +$144K 0.04% 310
2015
Q4 		$89K Buy
+2,657
New +$87K 0.02% 553

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 $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IVZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco (IVZ) in Q2 2019, closing a stake of 2,078 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in IVZ in Q4 2015 and held it in 14 quarters. The position peaked at $344K in Q3 2016. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,078 Invesco shares in Q2 2019, an estimated $40K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco position peaked at $344K in Q3 2016.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.