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Wealthstar Advisors’s InvenTrust Properties IVT Stock Holding History

Wealthstar 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
2024
Q2 		– Sell
-10,715
Closed -$275K – 83
2024
Q1 		$275K Sell
10,715
-435
-4% -$11K 0.1% 111
2023
Q4 		$283K Sell
11,150
-1,697
-13% -$42.3K 0.05% 110
2023
Q3 		$306K Hold
12,847
– – 0.12% 77
2023
Q2 		$297K Hold
12,847
– – 0.12% 61
2023
Q1 		$301K Sell
12,847
-796
-6% -$18.8K 0.11% 75
2022
Q4 		$323K Hold
13,643
– – 0.15% 73
2022
Q3 		$288K Sell
13,643
-599
-4% -$15.9K 0.14% 76
2022
Q2 		$370K Hold
14,242
– – 0.14% 65
2022
Q1 		$438K Hold
14,242
– – 0.16% 64
2021
Q4 		$387K Buy
+14,242
New +$359K 0.13% 58

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthstar Advisors's IVT Position: Q2 2024 in Review

Wealthstar Advisors sold out of InvenTrust Properties (IVT) in Q2 2024, closing a stake of 10,715 shares — an estimated $275K sold.

Wealthstar Advisors first reported a position in IVT in Q4 2021 and held it in 10 quarters. The position peaked at $438K in Q1 2022. 279 funds tracked by Wall St. Rank hold IVT as of Q2 2024.

  • Wealthstar Advisors reported no remaining InvenTrust Properties position as of Q2 2024 after selling out during the quarter.
  • Wealthstar Advisors sold 10,715 InvenTrust Properties shares in Q2 2024, an estimated $275K.
  • Wealthstar Advisors first reported a position in InvenTrust Properties in Q4 2021 and held it in 10 quarters.
  • Wealthstar Advisors's InvenTrust Properties position peaked at $438K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.