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Bay Harbor Wealth Management’s Invitation Homes INVH Stock Holding History

Bay Harbor 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
2021
Q1 		– Sell
-21
Closed -$1K – 320
2020
Q4 		$1K Sell
21
-1
-5% -$29 ﹤0.01% 385
2020
Q3 		$1K Buy
+22
New +$627 ﹤0.01% 347
2020
Q1 		– Sell
-44
Closed -$1K – 365
2019
Q4 		$1K Buy
44
+22
+100% +$659 ﹤0.01% 318
2019
Q3 		$1K Buy
22
+1
+5% +$28 ﹤0.01% 335
2019
Q2 		$1K Hold
21
– – ﹤0.01% 334
2019
Q1 		$1K Hold
21
– – ﹤0.01% 368
2018
Q4 		$0 Buy
+21
New +$449 ﹤0.01% 393

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bay Harbor Wealth Management's INVH Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Invitation Homes (INVH) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in INVH in Q4 2018 and held it in 7 quarters. The position peaked at $1K in Q4 2020. 395 funds tracked by Wall St. Rank hold INVH as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining Invitation Homes position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 21 Invitation Homes shares in Q1 2021, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in Invitation Homes in Q4 2018 and held it in 7 quarters.
  • Bay Harbor Wealth Management's Invitation Homes position peaked at $1K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.