Accurate Wealth Management’s Invitation Homes INVH Stock Holding History

Accurate Wealth Management’s Portfolio INVH Stock Details INVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$298	–	812
2022 Q4	$298	Buy	+10	New	+$317	﹤0.01%	1552

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Accurate Wealth Management's INVH Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 10 shares — an estimated $298 sold.

Accurate Wealth Management first reported a position in INVH in Q4 2022 and held it in 1 quarter. The position peaked at $298 in Q4 2022. 463 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

Accurate Wealth Management reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 10 Invitation Homes shares in Q1 2023, an estimated $298.
Accurate Wealth Management first reported a position in Invitation Homes in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Invitation Homes position peaked at $298 in Q4 2022.
463 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.