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WealthPLAN Partners’s InvenTrust Properties IVT Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,232
Closed -$28.5K – 722
2023
Q2 		$28.5K Sell
1,232
-878
-42% -$19.8K ﹤0.01% 612
2023
Q1 		$49.4K Buy
+2,110
New +$49.8K 0.01% 561
2022
Q1 		$456K Sell
15,050
-2,491
-14% -$67.7K 0.03% 262
2021
Q4 		$473K Buy
+17,541
New +$443K 0.03% 259

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

WealthPLAN Partners's IVT Position: Q3 2023 in Review

WealthPLAN Partners sold out of InvenTrust Properties (IVT) in Q3 2023, closing a stake of 1,232 shares — an estimated $28.5K sold.

WealthPLAN Partners first reported a position in IVT in Q4 2021 and held it in 4 quarters. The position peaked at $473K in Q4 2021. 258 funds tracked by Wall St. Rank hold IVT as of Q3 2023.

  • WealthPLAN Partners reported no remaining InvenTrust Properties position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,232 InvenTrust Properties shares in Q3 2023, an estimated $28.5K.
  • WealthPLAN Partners first reported a position in InvenTrust Properties in Q4 2021 and held it in 4 quarters.
  • WealthPLAN Partners's InvenTrust Properties position peaked at $473K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.