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	–	1248
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return