Peterson Financial Group’s InvenTrust Properties IVT Stock Holding History

Peterson Financial Group’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
2024 Q3	$13.9K	Buy	+489	New	+$13.6K	0.05%	174

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Peterson Financial Group's IVT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in InvenTrust Properties (IVT) in Q3 2024: 489 shares worth $13.9K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

303 funds tracked by Wall St. Rank hold IVT as of Q3 2024.

Peterson Financial Group held 489 shares of InvenTrust Properties worth $13.9K as of Q3 2024.
InvenTrust Properties was a new Peterson Financial Group position in Q3 2024.
InvenTrust Properties made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #174 holding.
303 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.