Evoke Wealth’s Elme Communities ELME Stock Holding History

Evoke Wealth’s Portfolio ELME Stock Details ELME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-193,323	Closed	-$3.43M	–	605
2022 Q3	$3.43M	Buy	193,323 +115,618	+149%	+$2.36M	0.14%	77
2022 Q2	$1.67M	Hold	77,705	–	–	0.06%	118
2022 Q1	$2M	Buy	77,705 +76,705	+7,671%	+$1.89M	0.07%	116
2021 Q4	$26K	Hold	1,000	–	–	﹤0.01%	636
2021 Q3	$24K	Hold	1,000	–	–	﹤0.01%	609
2021 Q2	$23K	Hold	1,000	–	–	﹤0.01%	630
2021 Q1	$22K	Hold	1,000	–	–	﹤0.01%	568
2020 Q4	$22K	Hold	1,000	–	–	﹤0.01%	486
2020 Q3	$20K	Sell	1,000 -74	-7%	-$1.61K	﹤0.01%	476
2020 Q2	$24K	Buy	1,074 +74	+7%	+$1.65K	﹤0.01%	441
2020 Q1	$23.9K	Hold	1,000	–	–	﹤0.01%	416
2019 Q4	$29.5K	Hold	1,000	–	–	﹤0.01%	515
2019 Q3	$27.4K	Buy	+1,000	New	+$27K	﹤0.01%	581

Other funds holding ELME

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evoke Wealth's ELME Position: Q4 2022 in Review

Evoke Wealth sold out of Elme Communities (ELME) in Q4 2022, closing a stake of 193,323 shares — an estimated $3.43M sold.

Evoke Wealth first reported a position in ELME in Q3 2019 and held it in 13 quarters. The position peaked at $3.43M in Q3 2022. 186 funds tracked by Wall St. Rank hold ELME as of Q4 2022.

Evoke Wealth reported no remaining Elme Communities position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 193,323 Elme Communities shares in Q4 2022, an estimated $3.43M.
Evoke Wealth first reported a position in Elme Communities in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Elme Communities position peaked at $3.43M in Q3 2022.
186 funds tracked by Wall St. Rank held Elme Communities as of Q4 2022.

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