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Plotkin Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Plotkin Financial 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
2022
Q2 		– Sell
-6,872
Closed -$212K – 77
2022
Q1 		$212K Buy
+6,872
New +$187K 0.15% 74

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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

Plotkin Financial Advisors's IVT Position: Q2 2022 in Review

Plotkin Financial Advisors sold out of InvenTrust Properties (IVT) in Q2 2022, closing a stake of 6,872 shares — an estimated $212K sold.

Plotkin Financial Advisors first reported a position in IVT in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q2 2022.

  • Plotkin Financial Advisors reported no remaining InvenTrust Properties position as of Q2 2022 after selling out during the quarter.
  • Plotkin Financial Advisors sold 6,872 InvenTrust Properties shares in Q2 2022, an estimated $212K.
  • Plotkin Financial Advisors first reported a position in InvenTrust Properties in Q1 2022 and held it in 1 quarter.
  • Plotkin Financial Advisors's InvenTrust Properties position peaked at $212K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2022.

Based on Plotkin Financial Advisors's 13F filing for Q2 2022, filed 15 Nov 2024.