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CSat Investment Advisory’s Invitation Homes INVH Stock Holding History

CSat 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
2020
Q4 		– Sell
-3,541
Closed -$99K – 737
2020
Q3 		$99K Buy
3,541
+324
+10% +$9.24K 0.01% 465
2020
Q2 		$89K Sell
3,217
-886
-22% -$22.2K 0.01% 514
2020
Q1 		$88K Sell
4,103
-330
-7% -$9.35K 0.02% 370
2019
Q4 		$133K Buy
4,433
+2,866
+183% +$85.9K 0.04% 303
2019
Q3 		$46K Buy
1,567
+168
+12% +$4.73K 0.01% 584
2019
Q2 		$37K Buy
+1,399
New +$35.6K 0.01% 625

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 $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's INVH Position: Q4 2020 in Review

CSat Investment Advisory sold out of Invitation Homes (INVH) in Q4 2020, closing a stake of 3,541 shares — an estimated $99K sold.

CSat Investment Advisory first reported a position in INVH in Q2 2019 and held it in 6 quarters. The position peaked at $133K in Q4 2019. 390 funds tracked by Wall St. Rank hold INVH as of Q4 2020.

  • CSat Investment Advisory reported no remaining Invitation Homes position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 3,541 Invitation Homes shares in Q4 2020, an estimated $99K.
  • CSat Investment Advisory first reported a position in Invitation Homes in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Invitation Homes position peaked at $133K in Q4 2019.
  • 390 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.