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Lake Point Wealth Management’s InvenTrust Properties IVT Stock Holding History

Lake Point Wealth Management’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
Q2 		$8K Hold
293
– – ﹤0.01% 174
2022
Q1 		$9K Hold
293
– – ﹤0.01% 179
2021
Q4 		$8K Buy
+293
New +$7.4K ﹤0.01% 199

Other funds holding IVT

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Lake Point Wealth Management's IVT Position: Q2 2022 in Review

Lake Point Wealth Management held its InvenTrust Properties (IVT) position steady in Q2 2022 at 293 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Lake Point Wealth Management first reported a position in IVT in Q4 2021 and has held it in 3 quarters since. The position peaked at $9K in Q1 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q2 2022.

  • Lake Point Wealth Management held 293 shares of InvenTrust Properties worth $8K as of Q2 2022.
  • Lake Point Wealth Management left its InvenTrust Properties share count unchanged in Q2 2022.
  • InvenTrust Properties made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #174 holding.
  • Lake Point Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's InvenTrust Properties position peaked at $9K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.