Sutton Wealth Advisors’s Invitation Homes INVH Stock Holding History

Sutton 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	$3.36K	Buy	106 +88	+489%	+$3.02K	﹤0.01%	644
2023 Q2	$619	Sell	18 -2	-10%	-$67	﹤0.01%	800
2023 Q1	$625	Sell	20 -6	-23%	-$188	﹤0.01%	759
2022 Q4	$771	Sell	26 -14	-35%	-$444	﹤0.01%	1406
2022 Q3	$1.35K	Buy	+40	New	+$1.48K	﹤0.01%	1232

Other funds holding INVH

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Invitation Homes (INVH) stake by 489% in Q3 2023, buying an estimated $3.02K and bringing the position to 106 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Sutton Wealth Advisors first reported a position in INVH in Q3 2022 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Sutton Wealth Advisors held 106 shares of Invitation Homes worth $3.36K as of Q3 2023.
Sutton Wealth Advisors bought 88 Invitation Homes shares in Q3 2023, an estimated $3.02K.
Invitation Homes made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #644 holding.
Sutton Wealth Advisors first reported a position in Invitation Homes in Q3 2022 and has held it in 5 quarters since.
486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.