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

FWL 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
-2,250
Closed -$21.1K – 319
2024
Q3 		$21.1K Hold
2,250
– – 0.01% 183
2024
Q2 		$21.1K Hold
2,250
– – 0.01% 153
2024
Q1 		$21.8K Sell
2,250
-1,500
-40% -$13.5K 0.01% 131
2023
Q4 		$33.2K Sell
3,750
-885
-19% -$7.22K 0.02% 108
2023
Q3 		$46.4K Buy
+4,635
New +$51.2K 0.03% 95

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
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

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

FWL Investment Management sold out of Invesco Mortgage Capital (IVR) in Q4 2024, closing a stake of 2,250 shares — an estimated $21.1K sold.

FWL Investment Management first reported a position in IVR in Q3 2023 and held it in 5 quarters. The position peaked at $46.4K in Q3 2023. 139 funds tracked by Wall St. Rank hold IVR as of Q4 2024.

  • FWL Investment Management reported no remaining Invesco Mortgage Capital position as of Q4 2024 after selling out during the quarter.
  • FWL Investment Management sold 2,250 Invesco Mortgage Capital shares in Q4 2024, an estimated $21.1K.
  • FWL Investment Management first reported a position in Invesco Mortgage Capital in Q3 2023 and held it in 5 quarters.
  • FWL Investment Management's Invesco Mortgage Capital position peaked at $46.4K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2024.

Based on FWL Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.