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Prestige Wealth Management Group’s Independence Realty Trust IRT Stock Holding History

Prestige Wealth Management Group’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
2023
Q4 		– Sell
-20
Closed -$285 – 1050
2023
Q3 		$285 Buy
+20
New +$330 ﹤0.01% 1011
2020
Q2 		– Sell
-40
Closed – – 912
2020
Q1 		$0 Buy
+40
New +$541 ﹤0.01% 955

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Prestige Wealth Management Group's IRT Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 20 shares — an estimated $285 sold.

Prestige Wealth Management Group first reported a position in IRT in Q1 2020 and held it in 2 quarters. The position peaked at $285 in Q3 2023. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 20 Independence Realty Trust shares in Q4 2023, an estimated $285.
  • Prestige Wealth Management Group first reported a position in Independence Realty Trust in Q1 2020 and held it in 2 quarters.
  • Prestige Wealth Management Group's Independence Realty Trust position peaked at $285 in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.