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Retirement Financial Solutions’s InvenTrust Properties IVT Stock Holding History

Retirement Financial Solutions’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
-1,130
Closed -$26.7K – 131
2022
Q4 		$26.7K Buy
+1,130
New +$27K 0.02% 74

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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Charles Schwab
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VCM
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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

Retirement Financial Solutions's IVT Position: Q1 2023 in Review

Retirement Financial Solutions sold out of InvenTrust Properties (IVT) in Q1 2023, closing a stake of 1,130 shares — an estimated $26.7K sold.

Retirement Financial Solutions first reported a position in IVT in Q4 2022 and held it in 1 quarter. The position peaked at $26.7K in Q4 2022. 234 funds tracked by Wall St. Rank hold IVT as of Q1 2023.

  • Retirement Financial Solutions reported no remaining InvenTrust Properties position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,130 InvenTrust Properties shares in Q1 2023, an estimated $26.7K.
  • Retirement Financial Solutions first reported a position in InvenTrust Properties in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's InvenTrust Properties position peaked at $26.7K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.