Gradient Investments’s InvenTrust Properties IVT Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-2,296	Closed	-$56.8K	–	819
2024 Q2	$56.8K	Sell	2,296 -962	-30%	-$23.8K	﹤0.01%	481
2024 Q1	$83.8K	Hold	3,258	–	–	﹤0.01%	372
2023 Q4	$82.6K	Sell	3,258 -922	-22%	-$23K	﹤0.01%	450
2023 Q3	$99.5K	Hold	4,180	–	–	﹤0.01%	392
2023 Q2	$96.7K	Sell	4,180 -70	-2%	-$1.58K	﹤0.01%	408
2023 Q1	$99.5K	Buy	4,250 +38	+0.9%	+$897	﹤0.01%	376
2022 Q4	$99.7K	Sell	4,212 -752	-15%	-$17.9K	﹤0.01%	393
2022 Q3	$106K	Sell	4,964 -220	-4%	-$5.84K	﹤0.01%	358
2022 Q2	$134K	Buy	5,184 +922	+22%	+$27K	﹤0.01%	336
2022 Q1	$131K	Buy	+4,262	New	+$116K	﹤0.01%	339

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

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Gradient Investments's IVT Position: Q3 2024 in Review

Gradient Investments sold out of InvenTrust Properties (IVT) in Q3 2024, closing a stake of 2,296 shares — an estimated $56.8K sold.

Gradient Investments first reported a position in IVT in Q1 2022 and held it in 10 quarters. The position peaked at $134K in Q2 2022. 303 funds tracked by Wall St. Rank hold IVT as of Q3 2024.

Gradient Investments reported no remaining InvenTrust Properties position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2,296 InvenTrust Properties shares in Q3 2024, an estimated $56.8K.
Gradient Investments first reported a position in InvenTrust Properties in Q1 2022 and held it in 10 quarters.
Gradient Investments's InvenTrust Properties position peaked at $134K in Q2 2022.
303 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.