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Venturi Wealth Management’s Invitation Homes INVH Stock Holding History

Venturi 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
2024
Q4 		– Sell
-37
Closed -$1.3K – 1990
2024
Q3 		$1.3K Sell
37
-268
-88% -$9.59K ﹤0.01% 1740
2024
Q2 		$10.9K Buy
305
+219
+255% +$7.61K ﹤0.01% 1083
2024
Q1 		$3.06K Hold
86
– – ﹤0.01% 1174
2023
Q4 		$2.93K Buy
86
+4
+5% +$130 ﹤0.01% 1130
2023
Q3 		$2.6K Buy
82
+67
+447% +$2.3K ﹤0.01% 1118
2023
Q2 		$516 Buy
+15
New +$501 ﹤0.01% 1075

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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