Evoke Wealth’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Evoke Wealth’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,095	Closed	-$24K	–	633
2022 Q3	$24K	Hold	1,095	–	–	﹤0.01%	616
2022 Q2	$26K	Hold	1,095	–	–	﹤0.01%	615
2022 Q1	$32K	Hold	1,095	–	–	﹤0.01%	579
2021 Q4	$33K	Hold	1,095	–	–	﹤0.01%	590
2021 Q3	$30K	Hold	1,095	–	–	﹤0.01%	572
2021 Q2	$30K	Hold	1,095	–	–	﹤0.01%	582
2021 Q1	$29K	Hold	1,095	–	–	﹤0.01%	526
2020 Q4	$26K	Hold	1,095	–	–	﹤0.01%	460
2020 Q3	$22K	Hold	1,095	–	–	﹤0.01%	464
2020 Q2	$21K	Hold	1,095	–	–	﹤0.01%	453
2020 Q1	$18.4K	Hold	1,095	–	–	﹤0.01%	446
2019 Q4	$27.9K	Hold	1,095	–	–	﹤0.01%	524
2019 Q3	$26.9K	Buy	+1,095	New	+$26.4K	﹤0.01%	586

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evoke Wealth's EVT Position: Q4 2022 in Review

Evoke Wealth sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2022, closing a stake of 1,095 shares — an estimated $24K sold.

Evoke Wealth first reported a position in EVT in Q3 2019 and held it in 13 quarters. The position peaked at $33K in Q4 2021. 119 funds tracked by Wall St. Rank hold EVT as of Q4 2022.

Evoke Wealth reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,095 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2022, an estimated $24K.
Evoke Wealth first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $33K in Q4 2021.
119 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2022.

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