TCI Wealth Advisors’s Invitation Homes INVH Stock Holding History

TCI 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 Q2	–	Sell	-101	Closed	-$3.15K	–	1173
2023 Q1	$3.15K	Hold	101	–	–	﹤0.01%	1830
2022 Q4	$2.99K	Buy	101 +39	+63%	+$1.24K	﹤0.01%	1860
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	1943
2022 Q2	$2K	Sell	62 -5	-7%	-$191	﹤0.01%	2004
2022 Q1	$3K	Buy	67 +57	+570%	+$2.33K	﹤0.01%	1884
2021 Q4	$0	Hold	10	–	–	﹤0.01%	2403
2021 Q3	$0	Sell	10 -45	-82%	-$1.8K	﹤0.01%	2473
2021 Q2	$2K	Buy	55 +20	+57%	+$707	﹤0.01%	2026
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	2079
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	1396
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	1344
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	1268
2020 Q1	$1K	Buy	35 +5	+17%	+$142	﹤0.01%	1260
2019 Q4	$1K	Sell	30 -28	-48%	-$839	﹤0.01%	1356
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	1090
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	1023
2019 Q1	$1K	Hold	58	–	–	﹤0.01%	1237
2018 Q4	$1K	Buy	58 +30	+107%	+$642	﹤0.01%	1234
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	1245
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	1309
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	1160
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	1209
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	1133
2017 Q2	$1K	Buy	+28	New	+$603	﹤0.01%	1149

Other funds holding INVH

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

TCI Wealth Advisors's INVH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invitation Homes (INVH) in Q2 2023, closing a stake of 101 shares — an estimated $3.15K sold.

TCI Wealth Advisors first reported a position in INVH in Q2 2017 and held it in 24 quarters. The position peaked at $3.15K in Q1 2023. 500 funds tracked by Wall St. Rank hold INVH as of Q2 2023.

TCI Wealth Advisors reported no remaining Invitation Homes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 101 Invitation Homes shares in Q2 2023, an estimated $3.15K.
TCI Wealth Advisors first reported a position in Invitation Homes in Q2 2017 and held it in 24 quarters.
TCI Wealth Advisors's Invitation Homes position peaked at $3.15K in Q1 2023.
500 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.