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Atom Investors’s Invesco Mortgage Capital IVR Stock Holding History

Atom Investors’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
Q4 		– Sell
-1,193
Closed -$38K – 341
2021
Q3 		$38K Sell
1,193
-57
-5% -$1.85K ﹤0.01% 297
2021
Q2 		$49K Sell
1,250
-131
-9% -$4.96K 0.01% 238
2021
Q1 		$55K Buy
+1,381
New +$52.1K 0.01% 234

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atom Investors's IVR Position: Q4 2021 in Review

Atom Investors sold out of Invesco Mortgage Capital (IVR) in Q4 2021, closing a stake of 1,193 shares — an estimated $38K sold.

Atom Investors first reported a position in IVR in Q1 2021 and held it in 3 quarters. The position peaked at $55K in Q1 2021. 218 funds tracked by Wall St. Rank hold IVR as of Q4 2021.

  • Atom Investors reported no remaining Invesco Mortgage Capital position as of Q4 2021 after selling out during the quarter.
  • Atom Investors sold 1,193 Invesco Mortgage Capital shares in Q4 2021, an estimated $38K.
  • Atom Investors first reported a position in Invesco Mortgage Capital in Q1 2021 and held it in 3 quarters.
  • Atom Investors's Invesco Mortgage Capital position peaked at $55K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2021.

Based on Atom Investors's 13F filing for Q4 2021, filed 14 Feb 2022.