BDO Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

BDO Wealth Advisors’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	$13.5K	Hold	583	–	–	﹤0.01%	661
2023 Q1	$13.6K	Hold	583	–	–	﹤0.01%	651
2022 Q4	$13.8K	Hold	583	–	–	﹤0.01%	634
2022 Q3	$12K	Hold	583	–	–	﹤0.01%	678
2022 Q2	$15K	Hold	583	–	–	﹤0.01%	611
2022 Q1	$18K	Sell	583 -254	-30%	-$6.91K	﹤0.01%	608
2021 Q4	$23K	Buy	+837	New	+$21.1K	﹤0.01%	592

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

BDO Wealth Advisors's IVT Position: Q2 2023 in Review

BDO Wealth Advisors held its InvenTrust Properties (IVT) position steady in Q2 2023 at 583 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

BDO Wealth Advisors first reported a position in IVT in Q4 2021 and has held it in 7 quarters since. The position peaked at $23K in Q4 2021. 243 funds tracked by Wall St. Rank hold IVT as of Q2 2023.

BDO Wealth Advisors held 583 shares of InvenTrust Properties worth $13.5K as of Q2 2023.
BDO Wealth Advisors left its InvenTrust Properties share count unchanged in Q2 2023.
InvenTrust Properties made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #661 holding.
BDO Wealth Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 7 quarters since.
BDO Wealth Advisors's InvenTrust Properties position peaked at $23K in Q4 2021.
243 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.