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CM Wealth Advisors’s Invitation Homes INVH Stock Holding History

CM Wealth 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
Q2 		– Sell
-11,515
Closed -$403K – 123
2024
Q1 		$403K Buy
+11,515
New +$390K 0.12% 101
2023
Q3 		– Sell
-16,107
Closed -$571K – 122
2023
Q2 		$571K Buy
+16,107
New +$538K 0.19% 59

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 $3.37T 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

CM Wealth Advisors's INVH Position: Q2 2024 in Review

CM Wealth Advisors sold out of Invitation Homes (INVH) in Q2 2024, closing a stake of 11,515 shares — an estimated $403K sold.

CM Wealth Advisors first reported a position in INVH in Q2 2023 and held it in 2 quarters. The position peaked at $571K in Q2 2023. 537 funds tracked by Wall St. Rank hold INVH as of Q2 2024.

  • CM Wealth Advisors reported no remaining Invitation Homes position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 11,515 Invitation Homes shares in Q2 2024, an estimated $403K.
  • CM Wealth Advisors first reported a position in Invitation Homes in Q2 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Invitation Homes position peaked at $571K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.