Harvest Group Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History

Harvest Group Wealth 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
2020 Q3	–	Sell	-5	Closed	–	–	698
2020 Q2	$0	Buy	+5	New	+$172	﹤0.01%	659
2020 Q1	–	Sell	-14	Closed	-$2K	–	732
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	629
2019 Q3	$2K	Sell	14 -7	-33%	-$1.11K	﹤0.01%	712
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	454
2019 Q1	$3K	Buy	+21	New	+$3.33K	﹤0.01%	503

Other funds holding IVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harvest Group Wealth Management's IVR Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Invesco Mortgage Capital (IVR) in Q3 2020, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in IVR in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 180 funds tracked by Wall St. Rank hold IVR as of Q3 2020.

Harvest Group Wealth Management reported no remaining Invesco Mortgage Capital position as of Q3 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 5 Invesco Mortgage Capital shares in Q3 2020.
Harvest Group Wealth Management first reported a position in Invesco Mortgage Capital in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Invesco Mortgage Capital position peaked at $3K in Q2 2019.
180 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.