RP
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Rice Partnership’s Invesco Mortgage Capital IVR Stock Holding History

Rice Partnership’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
2021
Q4 		– Sell
-1,300
Closed -$41K – 146
2021
Q3 		$41K Buy
+1,300
New +$42.2K 0.01% 114

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Rice Partnership's IVR Position: Q4 2021 in Review

Rice Partnership sold out of Invesco Mortgage Capital (IVR) in Q4 2021, closing a stake of 1,300 shares — an estimated $41K sold.

Rice Partnership first reported a position in IVR in Q3 2021 and held it in 1 quarter. The position peaked at $41K in Q3 2021. 218 funds tracked by Wall St. Rank hold IVR as of Q4 2021.

  • Rice Partnership reported no remaining Invesco Mortgage Capital position as of Q4 2021 after selling out during the quarter.
  • Rice Partnership sold 1,300 Invesco Mortgage Capital shares in Q4 2021, an estimated $41K.
  • Rice Partnership first reported a position in Invesco Mortgage Capital in Q3 2021 and held it in 1 quarter.
  • Rice Partnership's Invesco Mortgage Capital position peaked at $41K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2021.

Based on Rice Partnership's 13F filing for Q4 2021, filed 11 Feb 2022.