WIM
IVZ icon

Westside Investment Management’s Invesco IVZ Stock Holding History

Westside Investment Management’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 		$18K Buy
+900
New +$18.7K 0.01% 393
2018
Q4 		$15.1K Buy
900
+736
+449% +$14.7K 0.01% 405
2018
Q3 		$3.77K Hold
164
– – ﹤0.01% 625
2018
Q2 		$4.39K Hold
164
– – ﹤0.01% 695
2018
Q1 		$5.06K Hold
164
– – ﹤0.01% 658
2017
Q4 		$6.04K Buy
+164
New +$5.93K ﹤0.01% 657

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

Westside Investment Management's IVZ Position: Q2 2019 in Review

Westside Investment Management opened a new position in Invesco (IVZ) in Q2 2019: 900 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in IVZ as recently as Q4 2018.

Westside Investment Management first reported a position in IVZ in Q4 2017 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Westside Investment Management held 900 shares of Invesco worth $18K as of Q2 2019.
  • Invesco was a new Westside Investment Management position in Q2 2019.
  • Invesco made up 0.01% of Westside Investment Management's portfolio in Q2 2019, its #393 holding.
  • Westside Investment Management first reported a position in Invesco in Q4 2017 and has held it in 6 quarters since.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.