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Cary Street Partners Investment Advisory’s Invitation Homes INVH Stock Holding History

Cary Street Partners Investment Advisory’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
-332
Closed -$10.5K – 1205
2023
Q3 		$10.5K Buy
332
+130
+64% +$4.47K ﹤0.01% 1288
2023
Q2 		$6.95K Hold
202
– – ﹤0.01% 1327
2023
Q1 		$6.31K Hold
202
– – ﹤0.01% 1266
2022
Q4 		$5.99K Buy
+202
New +$6.4K ﹤0.01% 1287

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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 $1.9T AUM 41.92% 1-Year Est. Return

Cary Street Partners Investment Advisory's INVH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 332 shares — an estimated $10.5K sold.

Cary Street Partners Investment Advisory first reported a position in INVH in Q4 2022 and held it in 4 quarters. The position peaked at $10.5K in Q3 2023. 523 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 332 Invitation Homes shares in Q4 2023, an estimated $10.5K.
  • Cary Street Partners Investment Advisory first reported a position in Invitation Homes in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Invitation Homes position peaked at $10.5K in Q3 2023.
  • 523 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.