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Retirement Guys Formula’s InvenTrust Properties IVT Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-35,619
Closed -$58.4K – 139
2023
Q4 		$58.4K Hold
35,619
– – 0.03% 124
2023
Q3 		$57K Sell
35,619
-14,903
-29% -$358K 0.04% 118
2023
Q2 		$59.8K Buy
50,522
+7,358
+17% +$166K 0.03% 121
2023
Q1 		$63.8K Buy
43,164
+722
+2% +$17K 0.05% 121
2022
Q4 		$47K Hold
42,442
– – 0.04% 116
2022
Q3 		$47K Sell
42,442
-5,190
-11% -$138K 0.05% 120
2022
Q2 		$53K Hold
47,632
– – 0.05% 123
2022
Q1 		$54K Buy
+47,632
New +$1.3M 0.04% 132

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Guys Formula's IVT Position: Q1 2024 in Review

Retirement Guys Formula sold out of InvenTrust Properties (IVT) in Q1 2024, closing a stake of 35,619 shares — an estimated $58.4K sold.

Retirement Guys Formula first reported a position in IVT in Q1 2022 and held it in 8 quarters. The position peaked at $63.8K in Q1 2023. 290 funds tracked by Wall St. Rank hold IVT as of Q1 2024.

  • Retirement Guys Formula reported no remaining InvenTrust Properties position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 35,619 InvenTrust Properties shares in Q1 2024, an estimated $58.4K.
  • Retirement Guys Formula first reported a position in InvenTrust Properties in Q1 2022 and held it in 8 quarters.
  • Retirement Guys Formula's InvenTrust Properties position peaked at $63.8K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.