Ausdal Financial Partners’s InvenTrust Properties IVT Stock Holding History

Ausdal Financial Partners’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	-56,868	Closed	-$1.33M	–	448
2023 Q1	$1.33M	Sell	56,868 -3,369	-6%	-$79.5K	0.18%	132
2022 Q4	$1.43M	Sell	60,237 -6,889	-10%	-$164K	0.21%	118
2022 Q3	$1.43M	Sell	67,126 -1,921	-3%	-$51K	0.23%	111
2022 Q2	$1.78M	Sell	69,047 -41	-0.1%	-$1.2K	0.27%	105
2022 Q1	$2.13M	Buy	69,088 +638	+0.9%	+$17.4K	0.29%	91
2021 Q4	$1.87M	Buy	+68,450	New	+$1.73M	0.25%	116

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

Ausdal Financial Partners's IVT Position: Q2 2023 in Review

Ausdal Financial Partners sold out of InvenTrust Properties (IVT) in Q2 2023, closing a stake of 56,868 shares — an estimated $1.33M sold.

Ausdal Financial Partners first reported a position in IVT in Q4 2021 and held it in 6 quarters. The position peaked at $2.13M in Q1 2022. 243 funds tracked by Wall St. Rank hold IVT as of Q2 2023.

Ausdal Financial Partners reported no remaining InvenTrust Properties position as of Q2 2023 after selling out during the quarter.
Ausdal Financial Partners sold 56,868 InvenTrust Properties shares in Q2 2023, an estimated $1.33M.
Ausdal Financial Partners first reported a position in InvenTrust Properties in Q4 2021 and held it in 6 quarters.
Ausdal Financial Partners's InvenTrust Properties position peaked at $2.13M in Q1 2022.
243 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.