YorkBridge Wealth Partners’s Invesco IVZ Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-606	Closed	-$12K	–	411
2019 Q2	$12K	Hold	606	–	–	0.01%	522
2019 Q1	$12K	Hold	606	–	–	0.01%	550
2018 Q4	$10K	Hold	606	–	–	0.01%	571
2018 Q3	$14K	Hold	606	–	–	0.01%	574
2018 Q2	$16K	Hold	606	–	–	0.01%	575
2018 Q1	$19K	Hold	606	–	–	0.01%	538
2017 Q4	$20K	Sell	606 -701	-54%	-$25.4K	0.01%	517
2017 Q3	$46K	Hold	1,307	–	–	0.02%	385
2017 Q2	$46K	Hold	1,307	–	–	0.02%	383
2017 Q1	$43K	Sell	1,307 -167	-11%	-$5.22K	0.02%	386
2016 Q4	$47K	Buy	+1,474	New	+$45.3K	0.03%	361

Other funds holding IVZ

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

YorkBridge Wealth Partners's IVZ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco (IVZ) in Q3 2019, closing a stake of 606 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in IVZ in Q4 2016 and held it in 11 quarters. The position peaked at $47K in Q4 2016. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 606 Invesco shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in Invesco in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Invesco position peaked at $47K in Q4 2016.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.