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Brown Financial Advisors’s Invitation Homes INVH Stock Holding History

Brown Financial Advisors’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
2024
Q3 		– Sell
-8,949
Closed -$321K – 170
2024
Q2 		$321K Buy
+8,949
New +$311K 0.14% 125

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Financial Advisors's INVH Position: Q3 2024 in Review

Brown Financial Advisors sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 8,949 shares — an estimated $321K sold.

Brown Financial Advisors first reported a position in INVH in Q2 2024 and held it in 1 quarter. The position peaked at $321K in Q2 2024. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • Brown Financial Advisors reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 8,949 Invitation Homes shares in Q3 2024, an estimated $321K.
  • Brown Financial Advisors first reported a position in Invitation Homes in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's Invitation Homes position peaked at $321K in Q2 2024.
  • 541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.