Lowe Wealth Advisors’s Invitation Homes INVH Stock Holding History

Lowe 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
2023 Q3	–	Sell	-225	Closed	-$7.74K	–	334
2023 Q2	$7.74K	Hold	225	–	–	﹤0.01%	236
2023 Q1	$7.03K	Hold	225	–	–	﹤0.01%	236
2022 Q4	$6.67K	Hold	225	–	–	﹤0.01%	241
2022 Q3	$8K	Hold	225	–	–	﹤0.01%	211
2022 Q2	$8K	Hold	225	–	–	﹤0.01%	201
2022 Q1	$9K	Buy	+225	New	+$9.21K	﹤0.01%	204

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowe Wealth Advisors's INVH Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 225 shares — an estimated $7.74K sold.

Lowe Wealth Advisors first reported a position in INVH in Q1 2022 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Lowe Wealth Advisors reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 225 Invitation Homes shares in Q3 2023, an estimated $7.74K.
Lowe Wealth Advisors first reported a position in Invitation Homes in Q1 2022 and held it in 6 quarters.
Lowe Wealth Advisors's Invitation Homes position peaked at $9K in Q1 2022.
486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.