Adams Wealth Management’s Invitation Homes INVH Stock Holding History

Adams 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
2020 Q4	–	Sell	-350	Closed	-$10K	–	194
2020 Q3	$10K	Buy	+350	New	+$9.98K	0.01%	185

Other funds holding INVH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Adams Wealth Management's INVH Position: Q4 2020 in Review

Adams Wealth Management sold out of Invitation Homes (INVH) in Q4 2020, closing a stake of 350 shares — an estimated $10K sold.

Adams Wealth Management first reported a position in INVH in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 390 funds tracked by Wall St. Rank hold INVH as of Q4 2020.

Adams Wealth Management reported no remaining Invitation Homes position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 350 Invitation Homes shares in Q4 2020, an estimated $10K.
Adams Wealth Management first reported a position in Invitation Homes in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Invitation Homes position peaked at $10K in Q3 2020.
390 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.