Tyler-Stone Wealth Management’s InvenTrust Properties IVT Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-1,510	Closed	-$37.4K	–	623
2024 Q2	$37.4K	Buy	1,510 +11	+0.7%	+$272	0.02%	415
2024 Q1	$38.5K	Buy	1,499 +10	+0.7%	+$252	0.02%	409
2023 Q4	$37.7K	Buy	1,489 +9	+0.6%	+$224	0.02%	402
2023 Q3	$35K	Sell	1,480 -84	-5%	-$2.02K	0.02%	389
2023 Q2	$36K	Buy	+1,564	New	+$35.3K	0.02%	386
2022 Q4	$37K	Buy	1,544 +10	+0.7%	+$239	0.03%	355
2022 Q3	$33K	Buy	1,534 +8	+0.5%	+$212	0.03%	355
2022 Q2	$39K	Buy	+1,526	New	+$44.6K	0.03%	353
2022 Q1	–	Sell	-3,147	Closed	-$86K	–	890
2021 Q4	$86K	Buy	+3,147	New	+$79.4K	0.05%	291

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Tyler-Stone Wealth Management's IVT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of InvenTrust Properties (IVT) in Q3 2024, closing a stake of 1,510 shares — an estimated $37.4K sold.

Tyler-Stone Wealth Management first reported a position in IVT in Q4 2021 and held it in 9 quarters. The position peaked at $86K in Q4 2021. 303 funds tracked by Wall St. Rank hold IVT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining InvenTrust Properties position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,510 InvenTrust Properties shares in Q3 2024, an estimated $37.4K.
Tyler-Stone Wealth Management first reported a position in InvenTrust Properties in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's InvenTrust Properties position peaked at $86K in Q4 2021.
303 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.