United Capital Financial Advisors’s InvenTrust Properties IVT Stock Holding History

United Capital 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	-9,471	Closed	-$202K	–	1079
2022 Q3	$202K	Sell	9,471 -1,571	-14%	-$41.7K	﹤0.01%	1027
2022 Q2	$285K	Sell	11,042 -2,880	-21%	-$84.3K	﹤0.01%	958
2022 Q1	$429K	Buy	13,922 +1,813	+15%	+$49.3K	﹤0.01%	883
2021 Q4	$330K	Buy	+12,109	New	+$306K	﹤0.01%	999

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

United Capital Financial Advisors's IVT Position: Q4 2022 in Review

United Capital Financial Advisors sold out of InvenTrust Properties (IVT) in Q4 2022, closing a stake of 9,471 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in IVT in Q4 2021 and held it in 4 quarters. The position peaked at $429K in Q1 2022. 245 funds tracked by Wall St. Rank hold IVT as of Q4 2022.

United Capital Financial Advisors reported no remaining InvenTrust Properties position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 9,471 InvenTrust Properties shares in Q4 2022, an estimated $202K.
United Capital Financial Advisors first reported a position in InvenTrust Properties in Q4 2021 and held it in 4 quarters.
United Capital Financial Advisors's InvenTrust Properties position peaked at $429K in Q1 2022.
245 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.