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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evoke Wealth's IHG Position: Q4 2022 in Review

Evoke Wealth sold out of InterContinental Hotels (IHG) in Q4 2022, closing a stake of 94 shares — an estimated $5K sold.

Evoke Wealth first reported a position in IHG in Q3 2019 and held it in 13 quarters. The position peaked at $7.35K in Q4 2019. 131 funds tracked by Wall St. Rank hold IHG as of Q4 2022.

Evoke Wealth reported no remaining InterContinental Hotels position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 94 InterContinental Hotels shares in Q4 2022, an estimated $5K.
Evoke Wealth first reported a position in InterContinental Hotels in Q3 2019 and held it in 13 quarters.
Evoke Wealth's InterContinental Hotels position peaked at $7.35K in Q4 2019.
131 funds tracked by Wall St. Rank held InterContinental Hotels as of Q4 2022.

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