IPW
LTC

Impact Partnership Wealth’s LTC Properties LTC Stock Holding History

Impact Partnership Wealth’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-124
Closed -$3.98K – 991
2023
Q3 		$3.98K Buy
124
+63
+103% +$2.08K ﹤0.01% 730
2023
Q2 		$2.01K Buy
+61
New +$2.04K ﹤0.01% 667

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impact Partnership Wealth's LTC Position: Q4 2023 in Review

Impact Partnership Wealth sold out of LTC Properties (LTC) in Q4 2023, closing a stake of 124 shares — an estimated $3.98K sold.

Impact Partnership Wealth first reported a position in LTC in Q2 2023 and held it in 2 quarters. The position peaked at $3.98K in Q3 2023. 217 funds tracked by Wall St. Rank hold LTC as of Q4 2023.

  • Impact Partnership Wealth reported no remaining LTC Properties position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 124 LTC Properties shares in Q4 2023, an estimated $3.98K.
  • Impact Partnership Wealth first reported a position in LTC Properties in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's LTC Properties position peaked at $3.98K in Q3 2023.
  • 217 funds tracked by Wall St. Rank held LTC Properties as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.