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EPG Wealth Management’s Invitation Homes INVH Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-239
Closed -$5K – 444
2020
Q1 		$5K Buy
239
+1
+0.4% +$28 ﹤0.01% 589
2019
Q4 		$7K Buy
+238
New +$7.13K 0.01% 465

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

EPG Wealth Management's INVH Position: Q2 2020 in Review

EPG Wealth Management sold out of Invitation Homes (INVH) in Q2 2020, closing a stake of 239 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in INVH in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 375 funds tracked by Wall St. Rank hold INVH as of Q2 2020.

  • EPG Wealth Management reported no remaining Invitation Homes position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 239 Invitation Homes shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in Invitation Homes in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Invitation Homes position peaked at $7K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.