BBPWM
INVH icon

Blue Bell Private Wealth Management’s Invitation Homes INVH Stock Holding History

Blue Bell Private 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
2022
Q3 		– Sell
-499
Closed -$18K – 786
2022
Q2 		$18K Hold
499
– – 0.01% 326
2022
Q1 		$20K Buy
+499
New +$20.4K 0.01% 324

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

Blue Bell Private Wealth Management's INVH Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Invitation Homes (INVH) in Q3 2022, closing a stake of 499 shares — an estimated $18K sold.

Blue Bell Private Wealth Management first reported a position in INVH in Q1 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 480 funds tracked by Wall St. Rank hold INVH as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Invitation Homes position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 499 Invitation Homes shares in Q3 2022, an estimated $18K.
  • Blue Bell Private Wealth Management first reported a position in Invitation Homes in Q1 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Invitation Homes position peaked at $20K in Q1 2022.
  • 480 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.