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

Sutton 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
2023
Q1 		– Sell
-934
Closed -$11.9K – 1177
2022
Q4 		$11.9K Buy
+934
New +$11.4K ﹤0.01% 880
2022
Q3 		– Sell
-6
Closed -$88 – 1684
2022
Q2 		$88 Sell
6
-805
-99% -$13.6K ﹤0.01% 1632
2022
Q1 		$18.5K Buy
811
+385
+90% +$9.47K 0.01% 735
2021
Q4 		$11.8K Buy
+426
New +$13.2K ﹤0.01% 880
2020
Q3 		– Sell
-148
Closed -$5.52K – 1232
2020
Q2 		$5.52K Buy
148
+64
+76% +$2.2K ﹤0.01% 841
2020
Q1 		$2.87K Sell
84
-54
-39% -$7.93K ﹤0.01% 977
2019
Q4 		$22.9K Buy
138
+54
+64% +$8.66K 0.01% 550
2019
Q3 		$12.9K Hold
84
– – 0.01% 717
2019
Q2 		$13.6K Buy
+84
New +$13.5K 0.01% 689
2019
Q1 		– Sell
-295
Closed -$42.6K – 1197
2018
Q4 		$42.6K Hold
295
– – 0.03% 300
2018
Q3 		$46.6K Buy
+295
New +$47.7K 0.03% 304
2018
Q1 		– Sell
-147
Closed -$26.2K – 1136
2017
Q4 		$26.2K Buy
+147
New +$26K 0.02% 457

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's IVR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Invesco Mortgage Capital (IVR) in Q1 2023, closing a stake of 934 shares — an estimated $11.9K sold.

Sutton Wealth Advisors first reported a position in IVR in Q4 2017 and held it in 12 quarters. The position peaked at $46.6K in Q3 2018. 143 funds tracked by Wall St. Rank hold IVR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Invesco Mortgage Capital position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 934 Invesco Mortgage Capital shares in Q1 2023, an estimated $11.9K.
  • Sutton Wealth Advisors first reported a position in Invesco Mortgage Capital in Q4 2017 and held it in 12 quarters.
  • Sutton Wealth Advisors's Invesco Mortgage Capital position peaked at $46.6K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.