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Wealthcare Advisory Partners’s InvenTrust Properties IVT Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-7,450
Closed -$203K – 570
2021
Q4 		$203K Buy
+7,450
New +$188K 0.01% 545

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCP
Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Advisory Partners's IVT Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of InvenTrust Properties (IVT) in Q1 2022, closing a stake of 7,450 shares — an estimated $203K sold.

Wealthcare Advisory Partners first reported a position in IVT in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 212 funds tracked by Wall St. Rank hold IVT as of Q1 2022.

  • Wealthcare Advisory Partners reported no remaining InvenTrust Properties position as of Q1 2022 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,450 InvenTrust Properties shares in Q1 2022, an estimated $203K.
  • Wealthcare Advisory Partners first reported a position in InvenTrust Properties in Q4 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's InvenTrust Properties position peaked at $203K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.