Evoke Wealth’s Invitation Homes INVH Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-90	Closed	-$3K	–	742
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	970
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	985
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	952
2021 Q4	$4K	Hold	90	–	–	﹤0.01%	939
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	947
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	988
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	954
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	823
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	774
2020 Q2	$2K	Buy	+90	New	+$2.25K	﹤0.01%	867
2020 Q1	–	Sell	-1,485	Closed	-$44.5K	–	1244
2019 Q4	$44.5K	Hold	1,485	–	–	0.01%	438
2019 Q3	$44K	Buy	+1,485	New	+$41.8K	0.01%	495

Other funds holding INVH

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Evoke Wealth's INVH Position: Q4 2022 in Review

Evoke Wealth sold out of Invitation Homes (INVH) in Q4 2022, closing a stake of 90 shares — an estimated $3K sold.

Evoke Wealth first reported a position in INVH in Q3 2019 and held it in 12 quarters. The position peaked at $44.5K in Q4 2019. 464 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

Evoke Wealth reported no remaining Invitation Homes position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 90 Invitation Homes shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Invitation Homes in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Invitation Homes position peaked at $44.5K in Q4 2019.
464 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.