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Heritage Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Heritage Wealth Advisors’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
2022
Q3 		– Sell
-90
Closed -$1K – 551
2022
Q2 		$1K Hold
90
– – ﹤0.01% 538
2022
Q1 		$2K Hold
90
– – ﹤0.01% 501
2021
Q4 		$3K Hold
90
– – ﹤0.01% 499
2021
Q3 		$2.83K Buy
+90
New +$2.92K ﹤0.01% 494

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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's IVR Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Invesco Mortgage Capital (IVR) in Q3 2022, closing a stake of 90 shares — an estimated $1K sold.

Heritage Wealth Advisors first reported a position in IVR in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 127 funds tracked by Wall St. Rank hold IVR as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Invesco Mortgage Capital position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 90 Invesco Mortgage Capital shares in Q3 2022, an estimated $1K.
  • Heritage Wealth Advisors first reported a position in Invesco Mortgage Capital in Q3 2021 and held it in 4 quarters.
  • Heritage Wealth Advisors's Invesco Mortgage Capital position peaked at $3K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.