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Patriot Financial Group Insurance Agency’s Invitation Homes INVH Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q4 		– Sell
-152
Closed -$6K – 2200
2021
Q3 		$6K Hold
152
– – ﹤0.01% 1648
2021
Q2 		$6K Sell
152
-199
-57% -$7.04K ﹤0.01% 1591
2021
Q1 		$11K Buy
+351
New +$10.5K ﹤0.01% 1322

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Cohen & Steers
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's INVH Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Invitation Homes (INVH) in Q4 2021, closing a stake of 152 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in INVH in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q1 2021. 475 funds tracked by Wall St. Rank hold INVH as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Invitation Homes position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 152 Invitation Homes shares in Q4 2021, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Invitation Homes in Q1 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Invitation Homes position peaked at $11K in Q1 2021.
  • 475 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.