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BerganKDV Wealth Management’s InvenTrust Properties IVT Stock Holding History

BerganKDV Wealth Management’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
Q3 		– Sell
-1,584
Closed -$41K – 1016
2022
Q2 		$41K Buy
+1,584
New +$46.3K ﹤0.01% 402

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BerganKDV Wealth Management's IVT Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of InvenTrust Properties (IVT) in Q3 2022, closing a stake of 1,584 shares — an estimated $41K sold.

BerganKDV Wealth Management first reported a position in IVT in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 232 funds tracked by Wall St. Rank hold IVT as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining InvenTrust Properties position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,584 InvenTrust Properties shares in Q3 2022, an estimated $41K.
  • BerganKDV Wealth Management first reported a position in InvenTrust Properties in Q2 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's InvenTrust Properties position peaked at $41K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.