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Focused Wealth Management’s Invitation Homes INVH Stock Holding History

Focused 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
2023
Q3 		– Sell
-2,000
Closed -$68.8K – 1071
2023
Q2 		$68.8K Buy
+2,000
New +$66.8K 0.01% 258
2022
Q3 		– Sell
-2,000
Closed -$71K – 997
2022
Q2 		$71K Buy
+2,000
New +$76.3K 0.01% 236

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
Fidelity Investments
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focused Wealth Management's INVH Position: Q3 2023 in Review

Focused Wealth Management sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 2,000 shares — an estimated $68.8K sold.

Focused Wealth Management first reported a position in INVH in Q2 2022 and held it in 2 quarters. The position peaked at $71K in Q2 2022. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

  • Focused Wealth Management reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
  • Focused Wealth Management sold 2,000 Invitation Homes shares in Q3 2023, an estimated $68.8K.
  • Focused Wealth Management first reported a position in Invitation Homes in Q2 2022 and held it in 2 quarters.
  • Focused Wealth Management's Invitation Homes position peaked at $71K in Q2 2022.
  • 486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.