Evoke Wealth’s Camden Property Trust CPT Stock Holding History

Evoke Wealth’s Portfolio CPT Stock Details CPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-129	Closed	-$16K	–	526
2022 Q3	$16K	Hold	129	–	–	﹤0.01%	675
2022 Q2	$17K	Buy	129 +2	+2%	+$296	﹤0.01%	679
2022 Q1	$21K	Sell	127 -1	-0.8%	-$165	﹤0.01%	649
2021 Q4	$23K	Buy	128 +1	+0.8%	+$165	﹤0.01%	659
2021 Q3	$18K	Buy	+127	New	+$18.6K	﹤0.01%	652
2020 Q1	–	Sell	-342	Closed	-$36.6K	–	1176
2019 Q4	$36.6K	Hold	342	–	–	﹤0.01%	469
2019 Q3	$38.2K	Buy	+342	New	+$36.8K	﹤0.01%	518

Other funds holding CPT

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's CPT Position: Q4 2022 in Review

Evoke Wealth sold out of Camden Property Trust (CPT) in Q4 2022, closing a stake of 129 shares — an estimated $16K sold.

Evoke Wealth first reported a position in CPT in Q3 2019 and held it in 7 quarters. The position peaked at $38.2K in Q3 2019. 507 funds tracked by Wall St. Rank hold CPT as of Q4 2022.

Evoke Wealth reported no remaining Camden Property Trust position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 129 Camden Property Trust shares in Q4 2022, an estimated $16K.
Evoke Wealth first reported a position in Camden Property Trust in Q3 2019 and held it in 7 quarters.
Evoke Wealth's Camden Property Trust position peaked at $38.2K in Q3 2019.
507 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2022.

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