Evoke Wealth’s Empire State Realty Trust ESRT Stock Holding History

Evoke Wealth’s Portfolio ESRT Stock Details ESRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-351	Closed	-$4K	–	1183
2021 Q1	$4K	Buy	+351	New	+$3.66K	﹤0.01%	885

Other funds holding ESRT

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Evoke Wealth's ESRT Position: Q2 2021 in Review

Evoke Wealth sold out of Empire State Realty Trust (ESRT) in Q2 2021, closing a stake of 351 shares — an estimated $4K sold.

Evoke Wealth first reported a position in ESRT in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 197 funds tracked by Wall St. Rank hold ESRT as of Q2 2021.

Evoke Wealth reported no remaining Empire State Realty Trust position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 351 Empire State Realty Trust shares in Q2 2021, an estimated $4K.
Evoke Wealth first reported a position in Empire State Realty Trust in Q1 2021 and held it in 1 quarter.
Evoke Wealth's Empire State Realty Trust position peaked at $4K in Q1 2021.
197 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.