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Wealthspire Advisors (Maryland)’s Invitation Homes INVH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-277
Closed -$7K – 1200
2019
Q1 		$7K Buy
277
+265
+2,208% +$5.96K ﹤0.01% 1675
2018
Q4 		$0 Sell
12
-179
-94% -$3.83K ﹤0.01% 2500
2018
Q3 		$4K Buy
191
+40
+26% +$931 ﹤0.01% 1901
2018
Q2 		$3K Buy
151
+33
+28% +$747 ﹤0.01% 2012
2018
Q1 		$3K Buy
118
+75
+174% +$1.67K ﹤0.01% 2026
2017
Q4 		$1K Buy
+43
New +$995 ﹤0.01% 2293

Other funds holding INVH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INVH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invitation Homes (INVH) in Q2 2019, closing a stake of 277 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in INVH in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 329 funds tracked by Wall St. Rank hold INVH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Invitation Homes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 277 Invitation Homes shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Invitation Homes in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Invitation Homes position peaked at $7K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.