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Wedbush Securities’s Invesco IVZ Stock Holding History

Wedbush Securities’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
2020
Q1 		– Sell
-12,846
Closed -$231K – 943
2019
Q4 		$231K Sell
12,846
-6,832
-35% -$117K 0.02% 791
2019
Q3 		$333K Buy
19,678
+646
+3% +$11.4K 0.03% 594
2019
Q2 		$389K Buy
+19,032
New +$395K 0.04% 533

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Wedbush Securities's IVZ Position: Q1 2020 in Review

Wedbush Securities sold out of Invesco (IVZ) in Q1 2020, closing a stake of 12,846 shares — an estimated $231K sold.

Wedbush Securities first reported a position in IVZ in Q2 2019 and held it in 3 quarters. The position peaked at $389K in Q2 2019. 502 funds tracked by Wall St. Rank hold IVZ as of Q1 2020.

  • Wedbush Securities reported no remaining Invesco position as of Q1 2020 after selling out during the quarter.
  • Wedbush Securities sold 12,846 Invesco shares in Q1 2020, an estimated $231K.
  • Wedbush Securities first reported a position in Invesco in Q2 2019 and held it in 3 quarters.
  • Wedbush Securities's Invesco position peaked at $389K in Q2 2019.
  • 502 funds tracked by Wall St. Rank held Invesco as of Q1 2020.

Based on Wedbush Securities's 13F filing for Q1 2020, filed 17 Apr 2020.