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SOA Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

SOA Wealth Advisors’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
Q3 		– Sell
-240
Closed -$5.55K – 947
2023
Q2 		$5.55K Hold
240
– – ﹤0.01% 609
2023
Q1 		$5.62K Hold
240
– – ﹤0.01% 603
2022
Q4 		$5.68K Hold
240
– – ﹤0.01% 605
2022
Q3 		$5K Buy
+240
New +$6.37K ﹤0.01% 606

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

SOA Wealth Advisors's IVT Position: Q3 2023 in Review

SOA Wealth Advisors sold out of InvenTrust Properties (IVT) in Q3 2023, closing a stake of 240 shares — an estimated $5.55K sold.

SOA Wealth Advisors first reported a position in IVT in Q3 2022 and held it in 4 quarters. The position peaked at $5.68K in Q4 2022. 258 funds tracked by Wall St. Rank hold IVT as of Q3 2023.

  • SOA Wealth Advisors reported no remaining InvenTrust Properties position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 240 InvenTrust Properties shares in Q3 2023, an estimated $5.55K.
  • SOA Wealth Advisors first reported a position in InvenTrust Properties in Q3 2022 and held it in 4 quarters.
  • SOA Wealth Advisors's InvenTrust Properties position peaked at $5.68K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.