Joseph P. Lucia & Associates’s Invitation Homes INVH Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-280	Closed	-$10K	–	257
2022 Q2	$10K	Sell	280 -251	-47%	-$9.57K	0.01%	305
2022 Q1	$21K	Buy	+531	New	+$21.7K	0.01%	258
2021 Q4	–	Sell	-280	Closed	-$11K	–	325
2021 Q3	$11K	Hold	280	–	–	0.01%	367
2021 Q2	$10K	Hold	280	–	–	0.01%	384
2021 Q1	$9K	Hold	280	–	–	﹤0.01%	368
2020 Q4	$8K	Buy	+280	New	+$8.06K	0.01%	349
2020 Q3	–	Sell	-530	Closed	-$15K	–	255
2020 Q2	$15K	Buy	530 +175	+49%	+$4.38K	0.01%	269
2020 Q1	$8K	Sell	355 -120	-25%	-$3.4K	0.01%	304
2019 Q4	$14K	Hold	475	–	–	0.01%	281
2019 Q3	$14K	Buy	+475	New	+$13.4K	0.01%	280

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Joseph P. Lucia & Associates's INVH Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Invitation Homes (INVH) in Q3 2022, closing a stake of 280 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in INVH in Q3 2019 and held it in 10 quarters. The position peaked at $21K in Q1 2022. 480 funds tracked by Wall St. Rank hold INVH as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Invitation Homes position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 280 Invitation Homes shares in Q3 2022, an estimated $10K.
Joseph P. Lucia & Associates first reported a position in Invitation Homes in Q3 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Invitation Homes position peaked at $21K in Q1 2022.
480 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.