BerganKDV Wealth Management’s Invitation Homes INVH Stock Holding History

BerganKDV 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 Q2	–	Sell	-300	Closed	-$10K	–	997
2021 Q1	$10K	Buy	+300	New	+$9K	﹤0.01%	577

Other funds holding INVH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BerganKDV Wealth Management's INVH Position: Q2 2021 in Review

BerganKDV Wealth Management sold out of Invitation Homes (INVH) in Q2 2021, closing a stake of 300 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in INVH in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 417 funds tracked by Wall St. Rank hold INVH as of Q2 2021.

BerganKDV Wealth Management reported no remaining Invitation Homes position as of Q2 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 300 Invitation Homes shares in Q2 2021, an estimated $10K.
BerganKDV Wealth Management first reported a position in Invitation Homes in Q1 2021 and held it in 1 quarter.
BerganKDV Wealth Management's Invitation Homes position peaked at $10K in Q1 2021.
417 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2021.

Based on BerganKDV Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.