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One Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

One Wealth Advisors’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
Q1 		– Sell
-648
Closed -$15.3K – 398
2022
Q4 		$15.3K Buy
+648
New +$15.5K ﹤0.01% 567

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

One Wealth Advisors's IVT Position: Q1 2023 in Review

One Wealth Advisors sold out of InvenTrust Properties (IVT) in Q1 2023, closing a stake of 648 shares — an estimated $15.3K sold.

One Wealth Advisors first reported a position in IVT in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 234 funds tracked by Wall St. Rank hold IVT as of Q1 2023.

  • One Wealth Advisors reported no remaining InvenTrust Properties position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 648 InvenTrust Properties shares in Q1 2023, an estimated $15.3K.
  • One Wealth Advisors first reported a position in InvenTrust Properties in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's InvenTrust Properties position peaked at $15.3K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.