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Foresight Wealth Management’s Independence Realty Trust IRT Stock Holding History

Foresight 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
2022
Q4 		– Sell
-18,213
Closed -$305K – 52
2022
Q3 		$305K Buy
18,213
+2,114
+13% +$42.8K 0.07% 82
2022
Q2 		$334K Hold
16,099
– – 0.07% 81
2022
Q1 		$426K Sell
16,099
-100
-0.6% -$2.45K 0.08% 76
2021
Q4 		$418K Buy
+16,199
New +$384K 0.01% 91

Other funds holding IRT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Foresight Wealth Management's IRT Position: Q4 2022 in Review

Foresight Wealth Management sold out of Independence Realty Trust (IRT) in Q4 2022, closing a stake of 18,213 shares — an estimated $305K sold.

Foresight Wealth Management first reported a position in IRT in Q4 2021 and held it in 4 quarters. The position peaked at $426K in Q1 2022. 362 funds tracked by Wall St. Rank hold IRT as of Q4 2022.

  • Foresight Wealth Management reported no remaining Independence Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 18,213 Independence Realty Trust shares in Q4 2022, an estimated $305K.
  • Foresight Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 4 quarters.
  • Foresight Wealth Management's Independence Realty Trust position peaked at $426K in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.