Lenox Wealth Advisors’s Invitation Homes INVH Stock Holding History

Lenox 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
2020 Q1	–	Sell	-306	Closed	-$9K	–	854
2019 Q4	$9K	Buy	+306	New	+$9.17K	﹤0.01%	422

Other funds holding INVH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Lenox Wealth Advisors's INVH Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Invitation Homes (INVH) in Q1 2020, closing a stake of 306 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in INVH in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 352 funds tracked by Wall St. Rank hold INVH as of Q1 2020.

Lenox Wealth Advisors reported no remaining Invitation Homes position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 306 Invitation Homes shares in Q1 2020, an estimated $9K.
Lenox Wealth Advisors first reported a position in Invitation Homes in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Invitation Homes position peaked at $9K in Q4 2019.
352 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.