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Householder Group Estate & Retirement Specialist’s Invesco Mortgage Capital IVR Stock Holding History

Householder Group Estate & Retirement Specialist’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
-2,770
Closed -$26K – 873
2024
Q3 		$26K Buy
2,770
+2,400
+649% +$21.6K 0.01% 619
2024
Q2 		$3K Buy
+370
New +$3.34K ﹤0.01% 1015

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Vanguard Group
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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

Householder Group Estate & Retirement Specialist's IVR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Mortgage Capital (IVR) in Q4 2024, closing a stake of 2,770 shares — an estimated $26K sold.

Householder Group Estate & Retirement Specialist first reported a position in IVR in Q2 2024 and held it in 2 quarters. The position peaked at $26K in Q3 2024. 139 funds tracked by Wall St. Rank hold IVR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco Mortgage Capital position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,770 Invesco Mortgage Capital shares in Q4 2024, an estimated $26K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco Mortgage Capital in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco Mortgage Capital position peaked at $26K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.