WPA
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West Paces Advisors’s Invesco IVZ Stock Holding History

West Paces Advisors’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
-180
Closed -$3.24K – 467
2019
Q4 		$3.24K Sell
180
-80
-31% -$1.36K ﹤0.01% 433
2019
Q3 		$4.4K Sell
260
-65
-20% -$1.15K ﹤0.01% 394
2019
Q2 		$6.65K Hold
325
– – ﹤0.01% 353
2019
Q1 		$6.28K Sell
325
-84
-21% -$1.57K ﹤0.01% 365
2018
Q4 		$6.85K Hold
409
– – 0.01% 348
2018
Q3 		$9.36K Hold
409
– – 0.01% 324
2018
Q2 		$10.9K Buy
409
+39
+11% +$1.12K 0.01% 321
2018
Q1 		$11.8K Hold
370
– – 0.01% 301
2017
Q4 		$13.5K Hold
370
– – 0.01% 305
2017
Q3 		$13K Hold
370
– – 0.01% 308
2017
Q2 		$13K Hold
370
– – 0.01% 301
2017
Q1 		$11.3K Hold
370
– – 0.01% 313
2016
Q4 		$11.2K Buy
+370
New +$11.4K 0.01% 321

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return