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Valeo Financial Advisors’s Invitation Homes INVH Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-387
Closed -$11K – 1855
2020
Q2 		$11K Hold
387
– – ﹤0.01% 1250
2020
Q1 		$9K Hold
387
– – ﹤0.01% 1130
2019
Q4 		$12K Hold
387
– – ﹤0.01% 1054
2019
Q3 		$11K Hold
387
– – ﹤0.01% 1005
2019
Q2 		$10K Buy
+387
New +$9.86K ﹤0.01% 1023
2018
Q2 		– Sell
-50
Closed -$1K – 1685
2018
Q1 		$1K Hold
50
– – ﹤0.01% 1436
2017
Q4 		$1K Hold
50
– – ﹤0.01% 1288
2017
Q3 		$1K Buy
+50
New +$1.11K ﹤0.01% 1100

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Valeo Financial Advisors's INVH Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Invitation Homes (INVH) in Q3 2020, closing a stake of 387 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in INVH in Q3 2017 and held it in 8 quarters. The position peaked at $12K in Q4 2019. 379 funds tracked by Wall St. Rank hold INVH as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Invitation Homes position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 387 Invitation Homes shares in Q3 2020, an estimated $11K.
  • Valeo Financial Advisors first reported a position in Invitation Homes in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Invitation Homes position peaked at $12K in Q4 2019.
  • 379 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.