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Transamerica Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Transamerica Financial 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
2022
Q4 		– Sell
-373
Closed -$8K – 709
2022
Q3 		$8K Buy
+373
New +$9.9K ﹤0.01% 325

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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
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
RIM
Rush Island Management New York $1.49B AUM 4.65% 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

Transamerica Financial Advisors's IVT Position: Q4 2022 in Review

Transamerica Financial Advisors sold out of InvenTrust Properties (IVT) in Q4 2022, closing a stake of 373 shares — an estimated $8K sold.

Transamerica Financial Advisors first reported a position in IVT in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q4 2022.

  • Transamerica Financial Advisors reported no remaining InvenTrust Properties position as of Q4 2022 after selling out during the quarter.
  • Transamerica Financial Advisors sold 373 InvenTrust Properties shares in Q4 2022, an estimated $8K.
  • Transamerica Financial Advisors first reported a position in InvenTrust Properties in Q3 2022 and held it in 1 quarter.
  • Transamerica Financial Advisors's InvenTrust Properties position peaked at $8K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2022.

Based on Transamerica Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.