Evoke Wealth’s InterContinental Hotels IHG Stock Holding History

Evoke Wealth’s Portfolio IHG Stock Details IHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-94	Closed	-$5K	–	731
2022 Q3	$5K	Hold	94	–	–	﹤0.01%	880
2022 Q2	$5K	Hold	94	–	–	﹤0.01%	887
2022 Q1	$6K	Hold	94	–	–	﹤0.01%	860
2021 Q4	$6K	Hold	94	–	–	﹤0.01%	870
2021 Q3	$6K	Hold	94	–	–	﹤0.01%	815
2021 Q2	$6K	Hold	94	–	–	﹤0.01%	832
2021 Q1	$6K	Hold	94	–	–	﹤0.01%	799
2020 Q4	$6K	Hold	94	–	–	﹤0.01%	674
2020 Q3	$5K	Sell	94 -13	-12%	-$679	﹤0.01%	670
2020 Q2	$5K	Hold	107	–	–	﹤0.01%	667
2020 Q1	$4.51K	Hold	107	–	–	﹤0.01%	633
2019 Q4	$7.35K	Hold	107	–	–	﹤0.01%	829
2019 Q3	$6.67K	Buy	+107	New	+$6.99K	﹤0.01%	924

Other funds holding IHG

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return