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GPS Wealth Strategies Group’s Independence Realty Trust IRT Stock Holding History

GPS Wealth Strategies Group’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
2023
Q4 		– Sell
-533
Closed -$7.5K – 1282
2023
Q3 		$7.5K Buy
533
+4
+0.8% +$66 ﹤0.01% 897
2023
Q2 		$9.63K Buy
529
+5
+1% +$85 ﹤0.01% 850
2023
Q1 		$8.4K Buy
+524
New +$9.18K ﹤0.01% 870
2022
Q4 		– Sell
-515
Closed -$9K – 598
2022
Q3 		$9K Buy
515
+3
+0.6% +$61 ﹤0.01% 786
2022
Q2 		$11K Buy
+512
New +$12.3K ﹤0.01% 740

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

GPS Wealth Strategies Group's IRT Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 533 shares — an estimated $7.5K sold.

GPS Wealth Strategies Group first reported a position in IRT in Q2 2022 and held it in 5 quarters. The position peaked at $11K in Q2 2022. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 533 Independence Realty Trust shares in Q4 2023, an estimated $7.5K.
  • GPS Wealth Strategies Group first reported a position in Independence Realty Trust in Q2 2022 and held it in 5 quarters.
  • GPS Wealth Strategies Group's Independence Realty Trust position peaked at $11K in Q2 2022.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.