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Evermay Wealth Management’s Invitation Homes INVH Stock Holding History

Evermay 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
2024
Q1 		– Sell
-10
Closed -$342 – 677
2023
Q4 		$342 Buy
+10
New +$325 ﹤0.01% 638

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Evermay Wealth Management's INVH Position: Q1 2024 in Review

Evermay Wealth Management sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 10 shares — an estimated $342 sold.

Evermay Wealth Management first reported a position in INVH in Q4 2023 and held it in 1 quarter. The position peaked at $342 in Q4 2023. 511 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

  • Evermay Wealth Management reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 10 Invitation Homes shares in Q1 2024, an estimated $342.
  • Evermay Wealth Management first reported a position in Invitation Homes in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Invitation Homes position peaked at $342 in Q4 2023.
  • 511 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.