Cetera Advisor Networks’s InvenTrust Properties IVT Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$769K	Sell	29,920 -10,037	-25%	-$253K	﹤0.01%	1629
2023 Q4	$1.01M	Sell	39,957 -17,869	-31%	-$445K	0.01%	1366
2023 Q3	$1.38M	Sell	57,826 -9,297	-14%	-$224K	0.01%	1083
2023 Q2	$1.55M	Sell	67,123 -2,259	-3%	-$51K	0.01%	986
2023 Q1	$1.62M	Sell	69,382 -1,732	-2%	-$40.9K	0.01%	942
2022 Q4	$1.68M	Buy	71,114 +93	+0.1%	+$2.22K	0.01%	884
2022 Q3	$1.51M	Sell	71,021 -3,685	-5%	-$97.9K	0.02%	702
2022 Q2	$1.93M	Sell	74,706 -9,859	-12%	-$288K	0.02%	598
2022 Q1	$2.6M	Sell	84,565 -6,944	-8%	-$189K	0.03%	528
2021 Q4	$2.5M	Buy	+91,509	New	+$2.31M	0.03%	526

Other funds holding IVT

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cetera Advisor Networks's IVT Position: Q1 2024 in Review

Cetera Advisor Networks reduced its InvenTrust Properties (IVT) stake by 25% in Q1 2024, selling an estimated $253K and leaving 29,920 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Cetera Advisor Networks first reported a position in IVT in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.6M in Q1 2022. 290 funds tracked by Wall St. Rank hold IVT as of Q1 2024.

Cetera Advisor Networks held 29,920 shares of InvenTrust Properties worth $769K as of Q1 2024.
Cetera Advisor Networks sold 10,037 InvenTrust Properties shares in Q1 2024, an estimated $253K.
InvenTrust Properties made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1629 holding.
Cetera Advisor Networks first reported a position in InvenTrust Properties in Q4 2021 and has held it in 10 quarters since.
Cetera Advisor Networks's InvenTrust Properties position peaked at $2.6M in Q1 2022.
290 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.