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Aigen Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Aigen Investment Management’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
2024
Q4 		– Sell
-14,269
Closed -$134K – 863
2024
Q3 		$134K Buy
+14,269
New +$128K 0.03% 636
2022
Q1 		– Sell
-1,298
Closed -$40K – 812
2021
Q4 		$40K Buy
+1,298
New +$40.2K ﹤0.01% 1017
2020
Q2 		– Sell
-19,916
Closed -$679K – 1048
2020
Q1 		$679K Buy
+19,916
New +$2.92M 0.09% 327

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Aigen Investment Management's IVR Position: Q4 2024 in Review

Aigen Investment Management sold out of Invesco Mortgage Capital (IVR) in Q4 2024, closing a stake of 14,269 shares — an estimated $134K sold.

Aigen Investment Management first reported a position in IVR in Q1 2020 and held it in 3 quarters. The position peaked at $679K in Q1 2020. 139 funds tracked by Wall St. Rank hold IVR as of Q4 2024.

  • Aigen Investment Management reported no remaining Invesco Mortgage Capital position as of Q4 2024 after selling out during the quarter.
  • Aigen Investment Management sold 14,269 Invesco Mortgage Capital shares in Q4 2024, an estimated $134K.
  • Aigen Investment Management first reported a position in Invesco Mortgage Capital in Q1 2020 and held it in 3 quarters.
  • Aigen Investment Management's Invesco Mortgage Capital position peaked at $679K in Q1 2020.
  • 139 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.