Evoke Wealth’s American Homes 4 Rent AMH Stock Holding History

Evoke Wealth’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-740	Closed	-$24K	–	390
2022 Q3	$24K	Sell	740 -3	-0.4%	-$108	﹤0.01%	614
2022 Q2	$26K	Sell	743 -1	-0.1%	-$38	﹤0.01%	612
2022 Q1	$30K	Buy	744 +2	+0.3%	+$79	﹤0.01%	587
2021 Q4	$32K	Buy	742 +1	+0.1%	+$41	﹤0.01%	596
2021 Q3	$28K	Buy	741 +532	+255%	+$21.8K	﹤0.01%	579
2021 Q2	$8K	Hold	209	–	–	﹤0.01%	771
2021 Q1	$7K	Hold	209	–	–	﹤0.01%	752
2020 Q4	$6K	Hold	209	–	–	﹤0.01%	660
2020 Q3	$6K	Hold	209	–	–	﹤0.01%	619
2020 Q2	$6K	Hold	209	–	–	﹤0.01%	619
2020 Q1	$4.85K	Hold	209	–	–	﹤0.01%	614
2019 Q4	$5.49K	Hold	209	–	–	﹤0.01%	892
2019 Q3	$5.41K	Buy	+209	New	+$5.24K	﹤0.01%	987

Other funds holding AMH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Evoke Wealth's AMH Position: Q4 2022 in Review

Evoke Wealth sold out of American Homes 4 Rent (AMH) in Q4 2022, closing a stake of 740 shares — an estimated $24K sold.

Evoke Wealth first reported a position in AMH in Q3 2019 and held it in 13 quarters. The position peaked at $32K in Q4 2021. 375 funds tracked by Wall St. Rank hold AMH as of Q4 2022.

Evoke Wealth reported no remaining American Homes 4 Rent position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 740 American Homes 4 Rent shares in Q4 2022, an estimated $24K.
Evoke Wealth first reported a position in American Homes 4 Rent in Q3 2019 and held it in 13 quarters.
Evoke Wealth's American Homes 4 Rent position peaked at $32K in Q4 2021.
375 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.