Winch Advisory Services’s Invesco IVZ Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-152	Closed	-$2K	–	440
2020 Q3	$2K	Buy	+152	New	+$1.61K	﹤0.01%	329

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Winch Advisory Services's IVZ Position: Q4 2020 in Review

Winch Advisory Services sold out of Invesco (IVZ) in Q4 2020, closing a stake of 152 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in IVZ in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 510 funds tracked by Wall St. Rank hold IVZ as of Q4 2020.

Winch Advisory Services reported no remaining Invesco position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 152 Invesco shares in Q4 2020, an estimated $2K.
Winch Advisory Services first reported a position in Invesco in Q3 2020 and held it in 1 quarter.
Winch Advisory Services's Invesco position peaked at $2K in Q3 2020.
510 funds tracked by Wall St. Rank held Invesco as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.