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Tradition Wealth Management’s Invitation Homes INVH Stock Holding History

Tradition 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
Q3 		– Sell
-101
Closed -$4K – 1186
2021
Q2 		$4K Buy
+101
New +$3.57K ﹤0.01% 1097
2021
Q1 		– Sell
-1
Closed – – 910
2020
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 1058

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Fidelity Investments
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's INVH Position: Q3 2021 in Review

Tradition Wealth Management sold out of Invitation Homes (INVH) in Q3 2021, closing a stake of 101 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in INVH in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 448 funds tracked by Wall St. Rank hold INVH as of Q3 2021.

  • Tradition Wealth Management reported no remaining Invitation Homes position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 101 Invitation Homes shares in Q3 2021, an estimated $4K.
  • Tradition Wealth Management first reported a position in Invitation Homes in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Invitation Homes position peaked at $4K in Q2 2021.
  • 448 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.