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SYSTM Wealth Solutions’s Invitation Homes INVH Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-2,490
Closed -$90K – 353
2024
Q2 		$90K Sell
2,490
-935
-27% -$32.5K 0.02% 248
2024
Q1 		$123K Buy
3,425
+141
+4% +$4.77K 0.02% 453
2023
Q4 		$113K Buy
+3,284
New +$107K 0.02% 444

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's INVH Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Invitation Homes (INVH) in Q3 2024, closing a stake of 2,490 shares — an estimated $90K sold.

SYSTM Wealth Solutions first reported a position in INVH in Q4 2023 and held it in 3 quarters. The position peaked at $123K in Q1 2024. 540 funds tracked by Wall St. Rank hold INVH as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Invitation Homes position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,490 Invitation Homes shares in Q3 2024, an estimated $90K.
  • SYSTM Wealth Solutions first reported a position in Invitation Homes in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Invitation Homes position peaked at $123K in Q1 2024.
  • 540 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.