Atticus Wealth Management, LLC Invesco Ltd. Transaction History

Atticus Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 15, 2022	SELL	$18.64 - $24.89 $6,859 - $9,159	-368 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$21.76 - $26.53 $587 - $716	-27 Reduced 6.84%	368 $8,000
Q3 2021 Oct 18, 2021	BUY	$23.42 - $26.95 $1,522 - $1,751	65 Added 19.7%	395 $10,000
Q2 2021 Jul 21, 2021	SELL	$25.69 - $29.33 $5,549 - $6,335	-216 Reduced 39.56%	330 $9,000
Q1 2021 Apr 15, 2021	BUY	$16.95 - $26.0 $50 - $78	3 Added 0.55%	546 $14,000
Q4 2020 Jan 20, 2021	BUY	$11.25 - $18.07 $56 - $90	5 Added 0.93%	543 $9,000
Q3 2020 Oct 21, 2020	BUY	$9.77 - $11.49 $87 - $103	9 Added 1.7%	538 $6,000
Q2 2020 Jul 15, 2020	BUY	$6.7 - $11.55 $3,544 - $6,109	529 New	529 $6,000

547

302M

5.86M

4.67M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.07B
Description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Atticus Wealth Management, LLC with notifications on news.