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Perigon Wealth Management’s Invitation Homes INVH Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-2,965
Closed -$88K – 758
2020
Q4 		$88K Buy
+2,965
New +$85.4K 0.01% 571
2018
Q2 		– Sell
-100
Closed -$2K – 423
2018
Q1 		$2K Hold
100
– – ﹤0.01% 594
2017
Q4 		$2K Hold
100
– – ﹤0.01% 572
2017
Q3 		$2K Buy
+100
New +$2.22K ﹤0.01% 602

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Perigon Wealth Management's INVH Position: Q1 2021 in Review

Perigon Wealth Management sold out of Invitation Homes (INVH) in Q1 2021, closing a stake of 2,965 shares — an estimated $88K sold.

Perigon Wealth Management first reported a position in INVH in Q3 2017 and held it in 4 quarters. The position peaked at $88K in Q4 2020. 395 funds tracked by Wall St. Rank hold INVH as of Q1 2021.

  • Perigon Wealth Management reported no remaining Invitation Homes position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,965 Invitation Homes shares in Q1 2021, an estimated $88K.
  • Perigon Wealth Management first reported a position in Invitation Homes in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's Invitation Homes position peaked at $88K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held Invitation Homes as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.