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Wealthcare Capital Management’s Invitation Homes INVH Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-59
Closed -$2K – 355
2021
Q1 		$2K Buy
+59
New +$1.77K ﹤0.01% 570
2020
Q1 		– Sell
-74
Closed -$2K – 450
2019
Q4 		$2K Buy
+74
New +$2.22K ﹤0.01% 482

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Capital Management's INVH Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Invitation Homes (INVH) in Q2 2021, closing a stake of 59 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in INVH in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 417 funds tracked by Wall St. Rank hold INVH as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Invitation Homes position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 59 Invitation Homes shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Invitation Homes in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Invitation Homes position peaked at $2K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.