IA
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Insight Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Insight 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
Q1 		– Sell
-1,300
Closed -$36K – 330
2021
Q4 		$36K Sell
1,300
-3,300
-72% -$102K 0.01% 310
2021
Q3 		$150K Sell
4,600
-4,463
-49% -$145K 0.04% 303
2021
Q2 		$310K Buy
+9,063
New +$343K 0.1% 245

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Insight Advisors's IVR Position: Q1 2022 in Review

Insight Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2022, closing a stake of 1,300 shares — an estimated $36K sold.

Insight Advisors first reported a position in IVR in Q2 2021 and held it in 3 quarters. The position peaked at $310K in Q2 2021. 205 funds tracked by Wall St. Rank hold IVR as of Q1 2022.

  • Insight Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2022 after selling out during the quarter.
  • Insight Advisors sold 1,300 Invesco Mortgage Capital shares in Q1 2022, an estimated $36K.
  • Insight Advisors first reported a position in Invesco Mortgage Capital in Q2 2021 and held it in 3 quarters.
  • Insight Advisors's Invesco Mortgage Capital position peaked at $310K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.