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Buck Wealth Strategies’s Invitation Homes INVH Stock Holding History

Buck Wealth Strategies’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
-63
Closed -$2K – 201
2023
Q3 		$2K Hold
63
– – ﹤0.01% 310
2023
Q2 		$2.17K Hold
63
– – ﹤0.01% 236
2023
Q1 		$1.97K Buy
+63
New +$1.97K ﹤0.01% 183

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buck Wealth Strategies's INVH Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 63 shares — an estimated $2K sold.

Buck Wealth Strategies first reported a position in INVH in Q1 2023 and held it in 3 quarters. The position peaked at $2.17K in Q2 2023. 523 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 63 Invitation Homes shares in Q4 2023, an estimated $2K.
  • Buck Wealth Strategies first reported a position in Invitation Homes in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Invitation Homes position peaked at $2.17K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.