WEC
IVZ icon

Winslow Evans & Crocker’s Invesco IVZ Stock Holding History

Winslow Evans & Crocker’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
-206
Closed -$4K – 1250
2019
Q1 		$4K Buy
+206
New +$3.85K ﹤0.01% 1018
2015
Q4 		– Sell
-250
Closed -$7.81K – 1381
2015
Q3 		$7.81K Hold
250
– – ﹤0.01% 939
2015
Q2 		$9.37K Hold
250
– – ﹤0.01% 944
2015
Q1 		$9.92K Hold
250
– – ﹤0.01% 881
2014
Q4 		$9.88K Buy
+250
New +$9.85K ﹤0.01% 886
2014
Q3 		– Sell
-64
Closed -$2.42K – 1413
2014
Q2 		$2.42K Hold
64
– – ﹤0.01% 1171
2014
Q1 		$2.37K Hold
64
– – ﹤0.01% 1146
2013
Q4 		$2K Buy
+64
New +$2.17K ﹤0.01% 1286

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
AAMU
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
KP
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