Fiduciary Alliance’s Invitation Homes INVH Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-28	Closed	-$963	–	536
2023 Q2	$963	Buy	+28	New	+$936	﹤0.01%	866
2023 Q1	–	Sell	-59	Closed	-$1.75K	–	478
2022 Q4	$1.75K	Buy	+59	New	+$1.87K	﹤0.01%	717

Other funds holding INVH

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Alliance's INVH Position: Q3 2023 in Review

Fiduciary Alliance sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 28 shares — an estimated $963 sold.

Fiduciary Alliance first reported a position in INVH in Q4 2022 and held it in 2 quarters. The position peaked at $1.75K in Q4 2022. 485 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Fiduciary Alliance reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 28 Invitation Homes shares in Q3 2023, an estimated $963.
Fiduciary Alliance first reported a position in Invitation Homes in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Invitation Homes position peaked at $1.75K in Q4 2022.
485 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.