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Bank Pictet & Cie (Europe)’s InvenTrust Properties IVT Stock Holding History

Bank Pictet & Cie (Europe)’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
2024
Q1 		– Sell
-9,629
Closed -$244K – 224
2023
Q4 		$244K Hold
9,629
– – 0.01% 244
2023
Q3 		$229K Hold
9,629
– – 0.01% 243
2023
Q2 		$223K Buy
+9,629
New +$217K 0.01% 244

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s IVT Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of InvenTrust Properties (IVT) in Q1 2024, closing a stake of 9,629 shares — an estimated $244K sold.

Bank Pictet & Cie (Europe) first reported a position in IVT in Q2 2023 and held it in 3 quarters. The position peaked at $244K in Q4 2023. 290 funds tracked by Wall St. Rank hold IVT as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining InvenTrust Properties position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 9,629 InvenTrust Properties shares in Q1 2024, an estimated $244K.
  • Bank Pictet & Cie (Europe) first reported a position in InvenTrust Properties in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s InvenTrust Properties position peaked at $244K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.