Washington Trust Advisors’s InvenTrust Properties IVT Stock Holding History

Washington Trust 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 Q3	–	Sell	-322	Closed	-$7.45K	–	678
2023 Q2	$7.45K	Hold	322	–	–	﹤0.01%	498
2023 Q1	$7.54K	Hold	322	–	–	﹤0.01%	542
2022 Q4	$7.62K	Hold	322	–	–	﹤0.01%	534
2022 Q3	$7K	Hold	322	–	–	﹤0.01%	654
2022 Q2	$8K	Hold	322	–	–	﹤0.01%	667
2022 Q1	$10K	Buy	+322	New	+$8.76K	﹤0.01%	708

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Washington Trust Advisors's IVT Position: Q3 2023 in Review

Washington Trust Advisors sold out of InvenTrust Properties (IVT) in Q3 2023, closing a stake of 322 shares — an estimated $7.45K sold.

Washington Trust Advisors first reported a position in IVT in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 258 funds tracked by Wall St. Rank hold IVT as of Q3 2023.

Washington Trust Advisors reported no remaining InvenTrust Properties position as of Q3 2023 after selling out during the quarter.
Washington Trust Advisors sold 322 InvenTrust Properties shares in Q3 2023, an estimated $7.45K.
Washington Trust Advisors first reported a position in InvenTrust Properties in Q1 2022 and held it in 6 quarters.
Washington Trust Advisors's InvenTrust Properties position peaked at $10K in Q1 2022.
258 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2023.

Based on Washington Trust Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.