Sowell Financial Services’s Invitation Homes INVH Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-778	Closed	-$27K	–	1588
2021 Q1	$27K	Buy	778 +1	+0.1%	+$30	﹤0.01%	1919
2020 Q4	$23K	Hold	777	–	–	﹤0.01%	1675
2020 Q3	$22K	Buy	777 +1	+0.1%	+$29	﹤0.01%	1517
2020 Q2	$21K	Buy	776 +1	+0.1%	+$25	﹤0.01%	1439
2020 Q1	$17K	Buy	775 +1	+0.1%	+$28	﹤0.01%	1441
2019 Q4	$23K	Hold	774	–	–	﹤0.01%	1385
2019 Q3	$23K	Buy	+774	New	+$21.8K	﹤0.01%	1229

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Sowell Financial Services's INVH Position: Q2 2021 in Review

Sowell Financial Services sold out of Invitation Homes (INVH) in Q2 2021, closing a stake of 778 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in INVH in Q3 2019 and held it in 7 quarters. The position peaked at $27K in Q1 2021. 419 funds tracked by Wall St. Rank hold INVH as of Q2 2021.

Sowell Financial Services reported no remaining Invitation Homes position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 778 Invitation Homes shares in Q2 2021, an estimated $27K.
Sowell Financial Services first reported a position in Invitation Homes in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invitation Homes position peaked at $27K in Q1 2021.
419 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.