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Financial Network Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Financial Network Wealth Advisors’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
2024
Q4 		– Sell
-250
Closed -$5.13K – 660
2024
Q3 		$5.13K Buy
+250
New +$4.92K ﹤0.01% 524

Other funds holding IRT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Financial Network Wealth Advisors's IRT Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 250 shares — an estimated $5.13K sold.

Financial Network Wealth Advisors first reported a position in IRT in Q3 2024 and held it in 1 quarter. The position peaked at $5.13K in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 250 Independence Realty Trust shares in Q4 2024, an estimated $5.13K.
  • Financial Network Wealth Advisors first reported a position in Independence Realty Trust in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Independence Realty Trust position peaked at $5.13K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.