EW
FUN icon

Evoke Wealth’s Cedar Fair FUN Stock Holding History

Evoke Wealth’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,854
Closed -$224K – 703
2025
Q3 		$224K Sell
9,854
-285
-3% -$7.57K ﹤0.01% 577
2025
Q2 		$309K Sell
10,139
-1,396
-12% -$46.8K 0.01% 451
2025
Q1 		$411K Buy
11,535
+36
+0.3% +$1.53K 0.01% 301
2024
Q4 		$554K Sell
11,499
-43
-0.4% -$1.89K 0.02% 249
2024
Q3 		$465K Buy
+11,542
New +$528K 0.01% 265
2024
Q2 		– Sell
-12,000
Closed -$503K – 204
2024
Q1 		$503K Buy
12,000
+1,000
+9% +$40.7K 0.02% 246
2023
Q4 		$438K Hold
11,000
– – 0.88% 35
2023
Q3 		$407K Hold
11,000
– – 0.01% 254
2023
Q2 		$440K Buy
+11,000
New +$470K 0.02% 235

Other funds holding FUN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return