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Surevest’s InvenTrust Properties IVT Stock Holding History

Surevest’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
Q3 		$8K Sell
370
-73
-16% -$1.94K ﹤0.01% 297
2022
Q2 		$11K Buy
+443
New +$13K ﹤0.01% 307
2022
Q1 		– Sell
-99
Closed -$3K – 542
2021
Q4 		$3K Buy
+99
New +$2.5K ﹤0.01% 369

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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Surevest's IVT Position: Q3 2022 in Review

Surevest reduced its InvenTrust Properties (IVT) stake by 16% in Q3 2022, selling an estimated $1.94K and leaving 370 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Surevest first reported a position in IVT in Q4 2021 and has held it in 3 quarters since. The position peaked at $11K in Q2 2022. 232 funds tracked by Wall St. Rank hold IVT as of Q3 2022.

  • Surevest held 370 shares of InvenTrust Properties worth $8K as of Q3 2022.
  • Surevest sold 73 InvenTrust Properties shares in Q3 2022, an estimated $1.94K.
  • InvenTrust Properties made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #297 holding.
  • Surevest first reported a position in InvenTrust Properties in Q4 2021 and has held it in 3 quarters since.
  • Surevest's InvenTrust Properties position peaked at $11K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.