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WR Wealth Planners’s InvenTrust Properties IVT Stock Holding History

WR Wealth Planners’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
Q1 		– Sell
-1,632
Closed -$38.6K – 940
2022
Q4 		$38.6K Buy
+1,632
New +$38.9K 0.02% 183

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

WR Wealth Planners's IVT Position: Q1 2023 in Review

WR Wealth Planners sold out of InvenTrust Properties (IVT) in Q1 2023, closing a stake of 1,632 shares — an estimated $38.6K sold.

WR Wealth Planners first reported a position in IVT in Q4 2022 and held it in 1 quarter. The position peaked at $38.6K in Q4 2022. 234 funds tracked by Wall St. Rank hold IVT as of Q1 2023.

  • WR Wealth Planners reported no remaining InvenTrust Properties position as of Q1 2023 after selling out during the quarter.
  • WR Wealth Planners sold 1,632 InvenTrust Properties shares in Q1 2023, an estimated $38.6K.
  • WR Wealth Planners first reported a position in InvenTrust Properties in Q4 2022 and held it in 1 quarter.
  • WR Wealth Planners's InvenTrust Properties position peaked at $38.6K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2023.

Based on WR Wealth Planners's 13F filing for Q1 2023, filed 1 Aug 2024.