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Baker Avenue Asset Management’s Invitation Homes INVH Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-170
Closed -$5.39K – 899
2023
Q3 		$5.39K Hold
170
– – ﹤0.01% 924
2023
Q2 		$5.85K Buy
+170
New +$5.68K ﹤0.01% 827

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BlackRock
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Norges Bank
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Avenue Asset Management's INVH Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 170 shares — an estimated $5.39K sold.

Baker Avenue Asset Management first reported a position in INVH in Q2 2023 and held it in 2 quarters. The position peaked at $5.85K in Q2 2023. 521 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 170 Invitation Homes shares in Q4 2023, an estimated $5.39K.
  • Baker Avenue Asset Management first reported a position in Invitation Homes in Q2 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's Invitation Homes position peaked at $5.85K in Q2 2023.
  • 521 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.