Voloridge Investment Management
IVR icon

Voloridge Investment Management’s Invesco Mortgage Capital IVR Stock Holding History

Voloridge Investment Management’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
-66,346
Closed -$845K – 1480
2022
Q4 		$845K Buy
+66,346
New +$811K ﹤0.01% 1169
2020
Q2 		– Sell
-16,681
Closed -$569K – 1380
2020
Q1 		$569K Sell
16,681
-12,091
-42% -$1.78M 0.02% 666
2019
Q4 		$4.79M Buy
28,772
+3,007
+12% +$482K 0.09% 277
2019
Q3 		$3.94M Buy
25,765
+10,101
+64% +$1.6M 0.07% 305
2019
Q2 		$2.52M Buy
+15,664
New +$2.52M 0.07% 279

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Geode Capital Management
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Citadel Advisors
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Northern Trust
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PCA
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Morgan Stanley
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Voloridge Investment Management's IVR Position: Q1 2023 in Review

Voloridge Investment Management sold out of Invesco Mortgage Capital (IVR) in Q1 2023, closing a stake of 66,346 shares — an estimated $845K sold.

Voloridge Investment Management first reported a position in IVR in Q2 2019 and held it in 5 quarters. The position peaked at $4.79M in Q4 2019. 143 funds tracked by Wall St. Rank hold IVR as of Q1 2023.

  • Voloridge Investment Management reported no remaining Invesco Mortgage Capital position as of Q1 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 66,346 Invesco Mortgage Capital shares in Q1 2023, an estimated $845K.
  • Voloridge Investment Management first reported a position in Invesco Mortgage Capital in Q2 2019 and held it in 5 quarters.
  • Voloridge Investment Management's Invesco Mortgage Capital position peaked at $4.79M in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2023.

Based on Voloridge Investment Management's 13F filing for Q1 2023, filed 15 May 2023.