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Insight Wealth Partners’s InvenTrust Properties IVT Stock Holding History

Insight Wealth Partners’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
Q1 		– Sell
-11,588
Closed -$316K – 79
2021
Q4 		$316K Buy
+11,588
New +$292K 0.06% 62

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BlackRock
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Millennium Management
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State Street
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WCP
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Mitsubishi UFJ Trust & Banking
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TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
LPC
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Insight Wealth Partners's IVT Position: Q1 2022 in Review

Insight Wealth Partners sold out of InvenTrust Properties (IVT) in Q1 2022, closing a stake of 11,588 shares — an estimated $316K sold.

Insight Wealth Partners first reported a position in IVT in Q4 2021 and held it in 1 quarter. The position peaked at $316K in Q4 2021. 212 funds tracked by Wall St. Rank hold IVT as of Q1 2022.

  • Insight Wealth Partners reported no remaining InvenTrust Properties position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 11,588 InvenTrust Properties shares in Q1 2022, an estimated $316K.
  • Insight Wealth Partners first reported a position in InvenTrust Properties in Q4 2021 and held it in 1 quarter.
  • Insight Wealth Partners's InvenTrust Properties position peaked at $316K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.