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High Net Worth Advisory Group’s Invitation Homes INVH Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-2,000
Closed -$59.3K – 376
2022
Q4 		$59.3K Hold
2,000
– – 0.02% 299
2022
Q3 		$68K Hold
2,000
– – 0.03% 281
2022
Q2 		$71K Hold
2,000
– – 0.03% 281
2022
Q1 		$80K Hold
2,000
– – 0.03% 275
2021
Q4 		$91K Buy
+2,000
New +$82.6K 0.03% 269

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

High Net Worth Advisory Group's INVH Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Invitation Homes (INVH) in Q1 2023, closing a stake of 2,000 shares — an estimated $59.3K sold.

High Net Worth Advisory Group first reported a position in INVH in Q4 2021 and held it in 5 quarters. The position peaked at $91K in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Invitation Homes position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,000 Invitation Homes shares in Q1 2023, an estimated $59.3K.
  • High Net Worth Advisory Group first reported a position in Invitation Homes in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Invitation Homes position peaked at $91K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.