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Legacy Wealth Asset Management’s Invitation Homes INVH Stock Holding History

Legacy Wealth Asset 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
2022
Q1 		– Sell
-7,916
Closed -$359K – 331
2021
Q4 		$359K Buy
7,916
+248
+3% +$10.2K 0.12% 241
2021
Q3 		$294K Sell
7,668
-149
-2% -$5.97K 0.13% 238
2021
Q2 		$291K Buy
7,817
+106
+1% +$3.75K 0.13% 250
2021
Q1 		$247K Buy
7,711
+159
+2% +$4.77K 0.11% 265
2020
Q4 		$224K Buy
+7,552
New +$217K 0.11% 266

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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Legacy Wealth Asset Management's INVH Position: Q1 2022 in Review

Legacy Wealth Asset Management sold out of Invitation Homes (INVH) in Q1 2022, closing a stake of 7,916 shares — an estimated $359K sold.

Legacy Wealth Asset Management first reported a position in INVH in Q4 2020 and held it in 5 quarters. The position peaked at $359K in Q4 2021. 486 funds tracked by Wall St. Rank hold INVH as of Q1 2022.

  • Legacy Wealth Asset Management reported no remaining Invitation Homes position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,916 Invitation Homes shares in Q1 2022, an estimated $359K.
  • Legacy Wealth Asset Management first reported a position in Invitation Homes in Q4 2020 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Invitation Homes position peaked at $359K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2022, filed 12 May 2022.