Bellwether Advisors’s InvenTrust Properties IVT Stock Holding History

Bellwether 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
2022 Q1	–	Sell	-3,376	Closed	-$92K	–	583
2021 Q4	$92K	Buy	+3,376	New	+$85.2K	0.03%	156

Other funds holding IVT

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

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

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

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

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

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Bellwether Advisors's IVT Position: Q1 2022 in Review

Bellwether Advisors sold out of InvenTrust Properties (IVT) in Q1 2022, closing a stake of 3,376 shares — an estimated $92K sold.

Bellwether Advisors first reported a position in IVT in Q4 2021 and held it in 1 quarter. The position peaked at $92K in Q4 2021. 212 funds tracked by Wall St. Rank hold IVT as of Q1 2022.

Bellwether Advisors reported no remaining InvenTrust Properties position as of Q1 2022 after selling out during the quarter.
Bellwether Advisors sold 3,376 InvenTrust Properties shares in Q1 2022, an estimated $92K.
Bellwether Advisors first reported a position in InvenTrust Properties in Q4 2021 and held it in 1 quarter.
Bellwether Advisors's InvenTrust Properties position peaked at $92K in Q4 2021.
212 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2022.

Based on Bellwether Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.