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SYSTM Wealth Solutions’s InvenTrust Properties IVT Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-441
Closed -$11K – 363
2024
Q2 		$11K Hold
441
– – ﹤0.01% 464
2024
Q1 		$11.4K Hold
441
– – ﹤0.01% 765
2023
Q4 		$11.3K Buy
+441
New +$11K ﹤0.01% 813

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SYSTM Wealth Solutions's IVT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of InvenTrust Properties (IVT) in Q3 2024, closing a stake of 441 shares — an estimated $11K sold.

SYSTM Wealth Solutions first reported a position in IVT in Q4 2023 and held it in 3 quarters. The position peaked at $11.4K in Q1 2024. 303 funds tracked by Wall St. Rank hold IVT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining InvenTrust Properties position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 441 InvenTrust Properties shares in Q3 2024, an estimated $11K.
  • SYSTM Wealth Solutions first reported a position in InvenTrust Properties in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's InvenTrust Properties position peaked at $11.4K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.