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HHM Wealth Advisors’s Invitation Homes INVH Stock Holding History

HHM 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
2024
Q2 		– Sell
-329
Closed -$11.7K – 821
2024
Q1 		$11.7K Hold
329
– – ﹤0.01% 493
2023
Q4 		$11.2K Hold
329
– – ﹤0.01% 494
2023
Q3 		$10.4K Hold
329
– – ﹤0.01% 497
2023
Q2 		$11.3K Sell
329
-167
-34% -$5.58K ﹤0.01% 512
2023
Q1 		$15.5K Hold
496
– – ﹤0.01% 450
2022
Q4 		$14.7K Buy
496
+197
+66% +$6.24K ﹤0.01% 401
2022
Q3 		$10K Buy
299
+99
+50% +$3.67K ﹤0.01% 438
2022
Q2 		$7K Sell
200
-41
-17% -$1.56K ﹤0.01% 593
2022
Q1 		$10K Buy
+241
New +$9.87K ﹤0.01% 538

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHM Wealth Advisors's INVH Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Invitation Homes (INVH) in Q2 2024, closing a stake of 329 shares — an estimated $11.7K sold.

HHM Wealth Advisors first reported a position in INVH in Q1 2022 and held it in 9 quarters. The position peaked at $15.5K in Q1 2023. 537 funds tracked by Wall St. Rank hold INVH as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Invitation Homes position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 329 Invitation Homes shares in Q2 2024, an estimated $11.7K.
  • HHM Wealth Advisors first reported a position in Invitation Homes in Q1 2022 and held it in 9 quarters.
  • HHM Wealth Advisors's Invitation Homes position peaked at $15.5K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.