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Arkadios Wealth Advisors’s Invitation Homes INVH Stock Holding History

Arkadios Wealth Advisors’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
2022
Q1 		– Sell
-4,719
Closed -$214K – 591
2021
Q4 		$214K Buy
4,719
+1,346
+40% +$55.6K 0.03% 537
2021
Q3 		$129K Buy
3,373
+413
+14% +$16.5K 0.02% 622
2021
Q2 		$110K Buy
2,960
+1,731
+141% +$61.2K 0.01% 695
2021
Q1 		$39K Buy
1,229
+614
+100% +$18.4K 0.01% 761
2020
Q4 		$18K Sell
615
-1,139
-65% -$32.8K ﹤0.01% 781
2020
Q3 		$49K Buy
1,754
+426
+32% +$12.1K 0.02% 420
2020
Q2 		$36.2K Buy
+1,328
New +$33.3K 0.02% 417

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Arkadios Wealth Advisors's INVH Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of Invitation Homes (INVH) in Q1 2022, closing a stake of 4,719 shares — an estimated $214K sold.

Arkadios Wealth Advisors first reported a position in INVH in Q2 2020 and held it in 7 quarters. The position peaked at $214K in Q4 2021. 486 funds tracked by Wall St. Rank hold INVH as of Q1 2022.

  • Arkadios Wealth Advisors reported no remaining Invitation Homes position as of Q1 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,719 Invitation Homes shares in Q1 2022, an estimated $214K.
  • Arkadios Wealth Advisors first reported a position in Invitation Homes in Q2 2020 and held it in 7 quarters.
  • Arkadios Wealth Advisors's Invitation Homes position peaked at $214K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.