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Badgley Phelps Wealth Managers’s Invitation Homes INVH Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		– Sell
-12,905
Closed -$459K – 205
2022
Q2 		$459K Sell
12,905
-200
-2% -$7.63K 0.02% 149
2022
Q1 		$527K Buy
13,105
+200
+2% +$8.19K 0.02% 154
2021
Q4 		$585K Sell
12,905
-200
-2% -$8.26K 0.02% 153
2021
Q3 		$502K Buy
+13,105
New +$525K 0.02% 156

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

Badgley Phelps Wealth Managers's INVH Position: Q3 2022 in Review

Badgley Phelps Wealth Managers sold out of Invitation Homes (INVH) in Q3 2022, closing a stake of 12,905 shares — an estimated $459K sold.

Badgley Phelps Wealth Managers first reported a position in INVH in Q3 2021 and held it in 4 quarters. The position peaked at $585K in Q4 2021. 480 funds tracked by Wall St. Rank hold INVH as of Q3 2022.

  • Badgley Phelps Wealth Managers reported no remaining Invitation Homes position as of Q3 2022 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 12,905 Invitation Homes shares in Q3 2022, an estimated $459K.
  • Badgley Phelps Wealth Managers first reported a position in Invitation Homes in Q3 2021 and held it in 4 quarters.
  • Badgley Phelps Wealth Managers's Invitation Homes position peaked at $585K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.