Meridian Wealth Advisors’s Invitation Homes INVH Stock Holding History

Meridian 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	-6,253	Closed	-$215K	–	183
2023 Q2	$215K	Buy	+6,253	New	+$209K	0.05%	171

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

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

Meridian Wealth Advisors sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 6,253 shares — an estimated $215K sold.

Meridian Wealth Advisors first reported a position in INVH in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Meridian Wealth Advisors reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 6,253 Invitation Homes shares in Q3 2023, an estimated $215K.
Meridian Wealth Advisors first reported a position in Invitation Homes in Q2 2023 and held it in 1 quarter.
Meridian Wealth Advisors's Invitation Homes position peaked at $215K in Q2 2023.
486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Meridian Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.