Rise Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Rise 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 Q4	–	Sell	-36	Closed	–	–	771
2022 Q3	$0	Buy	+36	New	+$560	﹤0.01%	726

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's IVR Position: Q4 2022 in Review

Rise Advisors sold out of Invesco Mortgage Capital (IVR) in Q4 2022, closing a stake of 36 shares.

Rise Advisors first reported a position in IVR in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 125 funds tracked by Wall St. Rank hold IVR as of Q4 2022.

Rise Advisors reported no remaining Invesco Mortgage Capital position as of Q4 2022 after selling out during the quarter.
Rise Advisors sold 36 Invesco Mortgage Capital shares in Q4 2022.
Rise Advisors first reported a position in Invesco Mortgage Capital in Q3 2022 and held it in 1 quarter.
Rise Advisors's Invesco Mortgage Capital position peaked at $0 in Q3 2022.
125 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2022.

Based on Rise Advisors's 13F filing for Q4 2022, filed 6 Jan 2023.