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Mount Yale Investment Advisors’s Independence Realty Trust IRT Stock Holding History

Mount Yale Investment Advisors’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,805
Closed -$231K – 476
2022
Q3 		$231K Hold
13,805
– – 0.03% 394
2022
Q2 		$286K Hold
13,805
– – 0.04% 363
2022
Q1 		$365K Hold
13,805
– – 0.04% 333
2021
Q4 		$357K Buy
+13,805
New +$327K 0.04% 334

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mount Yale Investment Advisors's IRT Position: Q4 2022 in Review

Mount Yale Investment Advisors sold out of Independence Realty Trust (IRT) in Q4 2022, closing a stake of 13,805 shares — an estimated $231K sold.

Mount Yale Investment Advisors first reported a position in IRT in Q4 2021 and held it in 4 quarters. The position peaked at $365K in Q1 2022. 362 funds tracked by Wall St. Rank hold IRT as of Q4 2022.

  • Mount Yale Investment Advisors reported no remaining Independence Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 13,805 Independence Realty Trust shares in Q4 2022, an estimated $231K.
  • Mount Yale Investment Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Independence Realty Trust position peaked at $365K in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.