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Heritage Financial Services’s InvenTrust Properties IVT Stock Holding History

Heritage Financial Services’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 		– Sell
-567
Closed -$14K – 271
2022
Q2 		$14K Buy
+567
New +$16.6K 0.01% 278

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Heritage Financial Services's IVT Position: Q3 2022 in Review

Heritage Financial Services sold out of InvenTrust Properties (IVT) in Q3 2022, closing a stake of 567 shares — an estimated $14K sold.

Heritage Financial Services first reported a position in IVT in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 232 funds tracked by Wall St. Rank hold IVT as of Q3 2022.

  • Heritage Financial Services reported no remaining InvenTrust Properties position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 567 InvenTrust Properties shares in Q3 2022, an estimated $14K.
  • Heritage Financial Services first reported a position in InvenTrust Properties in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's InvenTrust Properties position peaked at $14K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.