TWM
IVT icon

Tradition Wealth Management’s InvenTrust Properties IVT Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-3,422
Closed -$87K – 799
2023
Q4 		$87K Hold
3,422
– – 0.01% 509
2023
Q3 		$81K Buy
3,422
+718
+27% +$17.3K 0.01% 488
2023
Q2 		$63K Buy
2,704
+1,047
+63% +$23.6K 0.01% 572
2023
Q1 		$39K Hold
1,657
– – ﹤0.01% 682
2022
Q4 		$39K Hold
1,657
– – 0.01% 590
2022
Q3 		$35K Buy
1,657
+691
+72% +$18.4K 0.01% 611
2022
Q2 		$25K Hold
966
– – ﹤0.01% 600
2022
Q1 		$30K Sell
966
-2,311
-71% -$62.8K ﹤0.01% 629
2021
Q4 		$89K Buy
+3,277
New +$82.7K 0.01% 425

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Wealth Management's IVT Position: Q1 2024 in Review

Tradition Wealth Management sold out of InvenTrust Properties (IVT) in Q1 2024, closing a stake of 3,422 shares — an estimated $87K sold.

Tradition Wealth Management first reported a position in IVT in Q4 2021 and held it in 9 quarters. The position peaked at $89K in Q4 2021. 290 funds tracked by Wall St. Rank hold IVT as of Q1 2024.

  • Tradition Wealth Management reported no remaining InvenTrust Properties position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 3,422 InvenTrust Properties shares in Q1 2024, an estimated $87K.
  • Tradition Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and held it in 9 quarters.
  • Tradition Wealth Management's InvenTrust Properties position peaked at $89K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.