AMJ Financial Wealth Management’s Independence Realty Trust IRT Stock Holding History

AMJ Financial Wealth Management’s Portfolio IRT Stock Details IRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,973	Closed	-$211K	–	76
2023 Q3	$211K	Sell	14,973 -2,850	-16%	-$47K	0.1%	62
2023 Q2	$325K	Sell	17,823 -2,046	-10%	-$34.9K	0.14%	60
2023 Q1	$319K	Sell	19,869 -4,301	-18%	-$75.4K	0.21%	48
2022 Q4	$408K	Buy	24,170 +5,672	+31%	+$95.9K	0.24%	39
2022 Q3	$309K	Sell	18,498 -356	-2%	-$7.2K	0.2%	43
2022 Q2	$391K	Sell	18,854 -31	-0.2%	-$746	0.33%	37
2022 Q1	$499K	Buy	+18,885	New	+$464K	0.2%	57

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

AMJ Financial Wealth Management's IRT Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 14,973 shares — an estimated $211K sold.

AMJ Financial Wealth Management first reported a position in IRT in Q1 2022 and held it in 7 quarters. The position peaked at $499K in Q1 2022. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

AMJ Financial Wealth Management reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 14,973 Independence Realty Trust shares in Q4 2023, an estimated $211K.
AMJ Financial Wealth Management first reported a position in Independence Realty Trust in Q1 2022 and held it in 7 quarters.
AMJ Financial Wealth Management's Independence Realty Trust position peaked at $499K in Q1 2022.
334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.