Evoke Wealth’s Fox Class A FOXA Stock Holding History

Evoke Wealth’s Portfolio FOXA Stock Details FOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-47	Closed	-$1K	–	662
2022 Q3	$1K	Sell	47 -20	-30%	-$677	﹤0.01%	1108
2022 Q2	$2K	Hold	67	–	–	﹤0.01%	1040
2022 Q1	$3K	Buy	67 +41	+158%	+$1.66K	﹤0.01%	992
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	1118
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	1071
2021 Q2	$1K	Sell	26 -6	-19%	-$225	﹤0.01%	1110
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	1103
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	956
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	926
2020 Q2	$1K	Sell	32 -26	-45%	-$702	﹤0.01%	966
2020 Q1	$1.37K	Sell	58 -878	-94%	-$28.9K	﹤0.01%	881
2019 Q4	$34.4K	Buy	936 +526	+128%	+$18K	﹤0.01%	481
2019 Q3	$13K	Buy	+410	New	+$14.2K	﹤0.01%	765

Other funds holding FOXA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return