SBK Financial’s InvenTrust Properties IVT Stock Holding History

SBK Financial’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 Q1	–	Sell	-590	Closed	-$16K	–	94
2021 Q4	$16K	Buy	+590	New	+$14.9K	0.01%	115

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SBK Financial's IVT Position: Q1 2022 in Review

SBK Financial sold out of InvenTrust Properties (IVT) in Q1 2022, closing a stake of 590 shares — an estimated $16K sold.

SBK Financial first reported a position in IVT in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 212 funds tracked by Wall St. Rank hold IVT as of Q1 2022.

SBK Financial reported no remaining InvenTrust Properties position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 590 InvenTrust Properties shares in Q1 2022, an estimated $16K.
SBK Financial first reported a position in InvenTrust Properties in Q4 2021 and held it in 1 quarter.
SBK Financial's InvenTrust Properties position peaked at $16K in Q4 2021.
212 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.