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FourThought Financial’s InvenTrust Properties IVT Stock Holding History

FourThought Financial’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
2022
Q3 		$5K Hold
235
– – ﹤0.01% 1169
2022
Q2 		$6K Buy
235
+35
+18% +$1.02K ﹤0.01% 1129
2022
Q1 		$6K Hold
200
– – ﹤0.01% 1147
2021
Q4 		$5K Buy
+200
New +$5.05K ﹤0.01% 1209

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

FourThought Financial's IVT Position: Q3 2022 in Review

FourThought Financial held its InvenTrust Properties (IVT) position steady in Q3 2022 at 235 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

FourThought Financial first reported a position in IVT in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q2 2022. 232 funds tracked by Wall St. Rank hold IVT as of Q3 2022.

  • FourThought Financial held 235 shares of InvenTrust Properties worth $5K as of Q3 2022.
  • FourThought Financial left its InvenTrust Properties share count unchanged in Q3 2022.
  • InvenTrust Properties made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1169 holding.
  • FourThought Financial first reported a position in InvenTrust Properties in Q4 2021 and has held it in 4 quarters since.
  • FourThought Financial's InvenTrust Properties position peaked at $6K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.