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TCI Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

TCI 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
Q2 		– Sell
-250
Closed -$5.85K – 1207
2023
Q1 		$5.85K Hold
250
– – ﹤0.01% 1421
2022
Q4 		$5.92K Hold
250
– – ﹤0.01% 1409
2022
Q3 		$5K Hold
250
– – ﹤0.01% 1470
2022
Q2 		$6K Hold
250
– – ﹤0.01% 1357
2022
Q1 		$8K Hold
250
– – ﹤0.01% 1254
2021
Q4 		$7K Buy
+250
New +$6.31K ﹤0.01% 1425

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

TCI Wealth Advisors's IVT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of InvenTrust Properties (IVT) in Q2 2023, closing a stake of 250 shares — an estimated $5.85K sold.

TCI Wealth Advisors first reported a position in IVT in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 243 funds tracked by Wall St. Rank hold IVT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining InvenTrust Properties position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 250 InvenTrust Properties shares in Q2 2023, an estimated $5.85K.
  • TCI Wealth Advisors first reported a position in InvenTrust Properties in Q4 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's InvenTrust Properties position peaked at $8K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.