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1834 Investment Advisors’s Invesco Mortgage Capital IVR Stock Holding History

1834 Investment Advisors’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-116
Closed -$4K – 477
2020
Q4 		$4K Hold
116
– – ﹤0.01% 415
2020
Q3 		$3K Hold
116
– – ﹤0.01% 398
2020
Q2 		$4K Buy
116
+10
+9% +$344 ﹤0.01% 393
2020
Q1 		$4K Sell
106
-53
-33% -$7.78K ﹤0.01% 371
2019
Q4 		$26K Buy
+159
New +$25.5K ﹤0.01% 313
2018
Q2 		– Sell
-10
Closed -$2K – 440
2018
Q1 		$2K Buy
+10
New +$1.65K ﹤0.01% 430

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1834 Investment Advisors's IVR Position: Q1 2021 in Review

1834 Investment Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2021, closing a stake of 116 shares — an estimated $4K sold.

1834 Investment Advisors first reported a position in IVR in Q1 2018 and held it in 6 quarters. The position peaked at $26K in Q4 2019. 187 funds tracked by Wall St. Rank hold IVR as of Q1 2021.

  • 1834 Investment Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 116 Invesco Mortgage Capital shares in Q1 2021, an estimated $4K.
  • 1834 Investment Advisors first reported a position in Invesco Mortgage Capital in Q1 2018 and held it in 6 quarters.
  • 1834 Investment Advisors's Invesco Mortgage Capital position peaked at $26K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.