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Cypress Capital’s Invesco Mortgage Capital IVR Stock Holding History

Cypress Capital’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
Q3 		– Sell
-119
Closed -$1.11K – 217
2024
Q2 		$1.11K Buy
+119
New +$1.07K ﹤0.01% 323

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Geode Capital Management
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Cypress Capital's IVR Position: Q3 2024 in Review

Cypress Capital sold out of Invesco Mortgage Capital (IVR) in Q3 2024, closing a stake of 119 shares — an estimated $1.11K sold.

Cypress Capital first reported a position in IVR in Q2 2024 and held it in 1 quarter. The position peaked at $1.11K in Q2 2024. 142 funds tracked by Wall St. Rank hold IVR as of Q3 2024.

  • Cypress Capital reported no remaining Invesco Mortgage Capital position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 119 Invesco Mortgage Capital shares in Q3 2024, an estimated $1.11K.
  • Cypress Capital first reported a position in Invesco Mortgage Capital in Q2 2024 and held it in 1 quarter.
  • Cypress Capital's Invesco Mortgage Capital position peaked at $1.11K in Q2 2024.
  • 142 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.