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Nikulski Financial’s InvenTrust Properties IVT Stock Holding History

Nikulski Financial’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
2023
Q4 		– Sell
-8,481
Closed -$202K – 135
2023
Q3 		$202K Buy
+8,481
New +$204K 0.08% 123
2023
Q2 		– Sell
-8,876
Closed -$208K – 128
2023
Q1 		$208K Sell
8,876
-650
-7% -$15.3K 0.09% 124
2022
Q4 		$225K Sell
9,526
-2,145
-18% -$51.2K 0.11% 117
2022
Q3 		$249K Buy
11,671
+80
+0.7% +$2.12K 0.13% 105
2022
Q2 		$299K Buy
+11,591
New +$339K 0.15% 100
2022
Q1 		– Sell
-13,029
Closed -$355K – 134
2021
Q4 		$355K Buy
+13,029
New +$329K 0.15% 94

Other funds holding IVT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Nikulski Financial's IVT Position: Q4 2023 in Review

Nikulski Financial sold out of InvenTrust Properties (IVT) in Q4 2023, closing a stake of 8,481 shares — an estimated $202K sold.

Nikulski Financial first reported a position in IVT in Q4 2021 and held it in 6 quarters. The position peaked at $355K in Q4 2021. 273 funds tracked by Wall St. Rank hold IVT as of Q4 2023.

  • Nikulski Financial reported no remaining InvenTrust Properties position as of Q4 2023 after selling out during the quarter.
  • Nikulski Financial sold 8,481 InvenTrust Properties shares in Q4 2023, an estimated $202K.
  • Nikulski Financial first reported a position in InvenTrust Properties in Q4 2021 and held it in 6 quarters.
  • Nikulski Financial's InvenTrust Properties position peaked at $355K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2023.

Based on Nikulski Financial's 13F filing for Q4 2023, filed 1 Feb 2024.