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Financial Synergies Wealth Advisors’s Invitation Homes INVH Stock Holding History

Financial Synergies Wealth Advisors’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
-10
Closed -$338 – 482
2022
Q3 		$338 Hold
10
– – ﹤0.01% 404
2022
Q2 		$356 Buy
+10
New +$381 ﹤0.01% 413

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Financial Synergies Wealth Advisors's INVH Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Invitation Homes (INVH) in Q4 2022, closing a stake of 10 shares — an estimated $338 sold.

Financial Synergies Wealth Advisors first reported a position in INVH in Q2 2022 and held it in 2 quarters. The position peaked at $356 in Q2 2022. 464 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Invitation Homes position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 10 Invitation Homes shares in Q4 2022, an estimated $338.
  • Financial Synergies Wealth Advisors first reported a position in Invitation Homes in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Invitation Homes position peaked at $356 in Q2 2022.
  • 464 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.