Blue Chip Wealth Management’s Independence Realty Trust IRT Stock Holding History

Blue Chip Wealth Management’s Portfolio IRT Stock Details IRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$734K	Buy	63,342 +22	+0%	+$252	0.58%	41
2020 Q2	$728K	Buy	63,320 +2,000	+3%	+$19.9K	0.69%	40
2020 Q1	$548K	Sell	61,320 -1,153	-2%	-$15.6K	0.68%	40
2019 Q4	$880K	Buy	62,473 +38	+0.1%	+$554	0.81%	34
2019 Q3	$893K	Buy	62,435 +546	+0.9%	+$7.18K	0.93%	32
2019 Q2	$716K	Buy	61,889 +1,034	+2%	+$11.3K	0.76%	40
2019 Q1	$657K	Buy	60,855 +35	+0.1%	+$360	0.74%	40
2018 Q4	$558K	Sell	60,820 -7,116	-10%	-$70.2K	0.73%	43
2018 Q3	$715K	Sell	67,936 -5,000	-7%	-$51.1K	0.72%	43
2018 Q2	$752K	Sell	72,936 -1,428,052	-95%	-$13.8M	0.82%	35
2018 Q1	$13.8M	Buy	+1,500,988	New	+$13.6M	14.11%	1

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Blue Chip Wealth Management's IRT Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Independence Realty Trust (IRT) stake by 0.03% in Q3 2020, buying an estimated $252 and bringing the position to 63,342 shares worth $734K. The position accounts for 0.58% of the portfolio, ranked #41.

Blue Chip Wealth Management first reported a position in IRT in Q1 2018 and has held it in 11 quarters since. The position peaked at $13.8M in Q1 2018. 190 funds tracked by Wall St. Rank hold IRT as of Q3 2020.

Blue Chip Wealth Management held 63,342 shares of Independence Realty Trust worth $734K as of Q3 2020.
Blue Chip Wealth Management bought 22 Independence Realty Trust shares in Q3 2020, an estimated $252.
Independence Realty Trust made up 0.58% of Blue Chip Wealth Management's portfolio in Q3 2020, its #41 holding.
Blue Chip Wealth Management first reported a position in Independence Realty Trust in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Independence Realty Trust position peaked at $13.8M in Q1 2018.
190 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.