Concord Wealth Partners’s Invitation Homes INVH Stock Holding History

Concord Wealth Partners’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	-54	Closed	-$1.94K	–	984
2024 Q2	$1.94K	Buy	+54	New	+$1.88K	﹤0.01%	670
2023 Q3	–	Sell	-26	Closed	-$894	–	1055
2023 Q2	$894	Hold	26	–	–	﹤0.01%	964
2023 Q1	$812	Hold	26	–	–	﹤0.01%	914
2022 Q4	$771	Buy	+26	New	+$824	﹤0.01%	1115

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's INVH Position: Q3 2024 in Review

Concord Wealth Partners sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 54 shares — an estimated $1.94K sold.

Concord Wealth Partners first reported a position in INVH in Q4 2022 and held it in 4 quarters. The position peaked at $1.94K in Q2 2024. 541 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

Concord Wealth Partners reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 54 Invitation Homes shares in Q3 2024, an estimated $1.94K.
Concord Wealth Partners first reported a position in Invitation Homes in Q4 2022 and held it in 4 quarters.
Concord Wealth Partners's Invitation Homes position peaked at $1.94K in Q2 2024.
541 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.