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Newbridge Financial Services Group’s Invitation Homes INVH Stock Holding History

Newbridge Financial Services Group’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
2024
Q1 		– Sell
-38
Closed -$1.3K – 1235
2023
Q4 		$1.3K Hold
38
– – ﹤0.01% 1002
2023
Q3 		$1.2K Hold
38
– – ﹤0.01% 1135
2023
Q2 		$1.31K Hold
38
– – ﹤0.01% 1184
2023
Q1 		$1.19K Hold
38
– – ﹤0.01% 1255
2022
Q4 		$1.13K Hold
38
– – ﹤0.01% 1288
2022
Q3 		$1K Hold
38
– – ﹤0.01% 1303
2022
Q2 		$1K Hold
38
– – ﹤0.01% 1280
2022
Q1 		$2K Sell
38
-38
-50% -$1.56K ﹤0.01% 1294
2021
Q4 		$3K Buy
+76
New +$3.14K ﹤0.01% 1164

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Newbridge Financial Services Group's INVH Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Invitation Homes (INVH) in Q1 2024, closing a stake of 38 shares — an estimated $1.3K sold.

Newbridge Financial Services Group first reported a position in INVH in Q4 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 511 funds tracked by Wall St. Rank hold INVH as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining Invitation Homes position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 38 Invitation Homes shares in Q1 2024, an estimated $1.3K.
  • Newbridge Financial Services Group first reported a position in Invitation Homes in Q4 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's Invitation Homes position peaked at $3K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.