Evoke Wealth’s CenterPoint Energy CNP Stock Holding History

Evoke Wealth’s Portfolio CNP Stock Details CNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-56	Closed	-$2K	–	517
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	1021
2022 Q2	$2K	Sell	56 -43	-43%	-$1.32K	﹤0.01%	1029
2022 Q1	$3K	Buy	99 +14	+16%	+$393	﹤0.01%	986
2021 Q4	$2K	Hold	85	–	–	﹤0.01%	1029
2021 Q3	$2K	Hold	85	–	–	﹤0.01%	994
2021 Q2	$2K	Hold	85	–	–	﹤0.01%	1034
2021 Q1	$2K	Hold	85	–	–	﹤0.01%	1013
2020 Q4	$2K	Hold	85	–	–	﹤0.01%	877
2020 Q3	$2K	Sell	85 -48	-36%	-$942	﹤0.01%	832
2020 Q2	$2K	Buy	133 +43	+48%	+$741	﹤0.01%	847
2020 Q1	$1.39K	Sell	90 -215	-70%	-$4.93K	﹤0.01%	876
2019 Q4	$8.32K	Sell	305 -8	-3%	-$218	﹤0.01%	795
2019 Q3	$9.47K	Buy	+313	New	+$9.02K	﹤0.01%	833

Other funds holding CNP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Evoke Wealth's CNP Position: Q4 2022 in Review

Evoke Wealth sold out of CenterPoint Energy (CNP) in Q4 2022, closing a stake of 56 shares — an estimated $2K sold.

Evoke Wealth first reported a position in CNP in Q3 2019 and held it in 13 quarters. The position peaked at $9.47K in Q3 2019. 629 funds tracked by Wall St. Rank hold CNP as of Q4 2022.

Evoke Wealth reported no remaining CenterPoint Energy position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 56 CenterPoint Energy shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in CenterPoint Energy in Q3 2019 and held it in 13 quarters.
Evoke Wealth's CenterPoint Energy position peaked at $9.47K in Q3 2019.
629 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2022.

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