Destiny Wealth Partners’s InvenTrust Properties IVT Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-2,781	Closed	-$65.8K	–	405
2022 Q4	$65.8K	Hold	2,781	–	–	0.01%	259
2022 Q3	$59K	Hold	2,781	–	–	0.01%	262
2022 Q2	$72K	Buy	2,781 +511	+23%	+$15K	0.02%	250
2022 Q1	$70K	Hold	2,270	–	–	0.01%	283
2021 Q4	$62K	Buy	+2,270	New	+$57.3K	0.01%	293

Other funds holding IVT

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

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

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

Destiny Wealth Partners's IVT Position: Q1 2023 in Review

Destiny Wealth Partners sold out of InvenTrust Properties (IVT) in Q1 2023, closing a stake of 2,781 shares — an estimated $65.8K sold.

Destiny Wealth Partners first reported a position in IVT in Q4 2021 and held it in 5 quarters. The position peaked at $72K in Q2 2022. 234 funds tracked by Wall St. Rank hold IVT as of Q1 2023.

Destiny Wealth Partners reported no remaining InvenTrust Properties position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 2,781 InvenTrust Properties shares in Q1 2023, an estimated $65.8K.
Destiny Wealth Partners first reported a position in InvenTrust Properties in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's InvenTrust Properties position peaked at $72K in Q2 2022.
234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.