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Buck Wealth Strategies’s InvenTrust Properties IVT Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-2,135
Closed -$50.8K – 207
2023
Q3 		$50.8K Hold
2,135
– – 0.02% 110
2023
Q2 		$49.4K Hold
2,135
– – 0.02% 82
2023
Q1 		$50K Buy
+2,135
New +$50.4K 0.02% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Buck Wealth Strategies's IVT Position: Q4 2023 in Review

Buck Wealth Strategies sold out of InvenTrust Properties (IVT) in Q4 2023, closing a stake of 2,135 shares — an estimated $50.8K sold.

Buck Wealth Strategies first reported a position in IVT in Q1 2023 and held it in 3 quarters. The position peaked at $50.8K in Q3 2023. 273 funds tracked by Wall St. Rank hold IVT as of Q4 2023.

  • Buck Wealth Strategies reported no remaining InvenTrust Properties position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 2,135 InvenTrust Properties shares in Q4 2023, an estimated $50.8K.
  • Buck Wealth Strategies first reported a position in InvenTrust Properties in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's InvenTrust Properties position peaked at $50.8K in Q3 2023.
  • 273 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.