Evoke Wealth’s Alignment Healthcare ALHC Stock Holding History

Evoke Wealth’s Portfolio ALHC Stock Details ALHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,000	Closed	-$156K	–	419
2024 Q2	$156K	Hold	20,000	–	–	0.18%	92
2024 Q1	$99.2K	Hold	20,000	–	–	﹤0.01%	394
2023 Q4	$172K	Hold	20,000	–	–	0.28%	78
2023 Q3	$139K	Hold	20,000	–	–	﹤0.01%	363
2023 Q2	$115K	Hold	20,000	–	–	﹤0.01%	354
2023 Q1	$127K	Hold	20,000	–	–	﹤0.01%	340
2022 Q4	$235K	Sell	20,000 -500	-2%	-$6.08K	0.01%	318
2022 Q3	$243K	Buy	20,500 +500	+3%	+$7.3K	0.01%	291
2022 Q2	$228K	Hold	20,000	–	–	0.01%	300
2022 Q1	$225K	Hold	20,000	–	–	0.01%	334
2021 Q4	$281K	Hold	20,000	–	–	0.01%	314
2021 Q3	$319K	Hold	20,000	–	–	0.01%	274
2021 Q2	$467K	Buy	+20,000	New	+$487K	0.02%	243

Other funds holding ALHC

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Evoke Wealth's ALHC Position: Q3 2024 in Review

Evoke Wealth sold out of Alignment Healthcare (ALHC) in Q3 2024, closing a stake of 20,000 shares — an estimated $156K sold.

Evoke Wealth first reported a position in ALHC in Q2 2021 and held it in 13 quarters. The position peaked at $467K in Q2 2021. 137 funds tracked by Wall St. Rank hold ALHC as of Q3 2024.

Evoke Wealth reported no remaining Alignment Healthcare position as of Q3 2024 after selling out during the quarter.
Evoke Wealth sold 20,000 Alignment Healthcare shares in Q3 2024, an estimated $156K.
Evoke Wealth first reported a position in Alignment Healthcare in Q2 2021 and held it in 13 quarters.
Evoke Wealth's Alignment Healthcare position peaked at $467K in Q2 2021.
137 funds tracked by Wall St. Rank held Alignment Healthcare as of Q3 2024.

Based on Evoke Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.