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Financial Gravity Asset Management’s Invitation Homes INVH Stock Holding History

Financial Gravity Asset 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
-1
Closed -$55 – 1260
2023
Q4 		$55 Buy
+1
New +$33 ﹤0.01% 1130
2019
Q4 		– Sell
-127
Closed -$4K – 1548
2019
Q3 		$4K Buy
+127
New +$3.57K ﹤0.01% 746

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 $3.37T AUM 44.26% 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

Financial Gravity Asset Management's INVH Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 1 share — an estimated $55 sold.

Financial Gravity Asset Management first reported a position in INVH in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 511 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Invitation Homes share in Q1 2024, an estimated $55.
  • Financial Gravity Asset Management first reported a position in Invitation Homes in Q3 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's Invitation Homes position peaked at $4K in Q3 2019.
  • 511 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.