Accel Wealth Management’s InvenTrust Properties IVT Stock Holding History

Accel Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-141	Closed	-$3.3K	–	524
2023 Q1	$3.3K	Hold	141	–	–	﹤0.01%	1049
2022 Q4	$3.34K	Hold	141	–	–	﹤0.01%	857
2022 Q3	$3K	Hold	141	–	–	﹤0.01%	897
2022 Q2	$4K	Hold	141	–	–	﹤0.01%	837
2022 Q1	$4K	Hold	141	–	–	﹤0.01%	827
2021 Q4	$4K	Buy	+141	New	+$3.56K	﹤0.01%	840

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Accel Wealth Management's IVT Position: Q2 2023 in Review

Accel Wealth Management sold out of InvenTrust Properties (IVT) in Q2 2023, closing a stake of 141 shares — an estimated $3.3K sold.

Accel Wealth Management first reported a position in IVT in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 243 funds tracked by Wall St. Rank hold IVT as of Q2 2023.

Accel Wealth Management reported no remaining InvenTrust Properties position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 141 InvenTrust Properties shares in Q2 2023, an estimated $3.3K.
Accel Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's InvenTrust Properties position peaked at $4K in Q2 2022.
243 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.