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Prestige Wealth Management Group’s InvenTrust Properties IVT Stock Holding History

Prestige Wealth Management 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
2022
Q4 		– Sell
-372
Closed -$8K – 1167
2022
Q3 		$8K Hold
372
– – ﹤0.01% 454
2022
Q2 		$10K Hold
372
– – ﹤0.01% 437
2022
Q1 		$11K Hold
372
– – ﹤0.01% 447
2021
Q4 		$10K Buy
+372
New +$9.39K ﹤0.01% 482

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 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

Prestige Wealth Management Group's IVT Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of InvenTrust Properties (IVT) in Q4 2022, closing a stake of 372 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in IVT in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining InvenTrust Properties position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 372 InvenTrust Properties shares in Q4 2022, an estimated $8K.
  • Prestige Wealth Management Group first reported a position in InvenTrust Properties in Q4 2021 and held it in 4 quarters.
  • Prestige Wealth Management Group's InvenTrust Properties position peaked at $11K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.