Evoke Wealth’s Investors Bancorp, Inc. ISBC Stock Holding History

Evoke Wealth’s Portfolio ISBC Stock Details ISBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-187	Closed	-$1K	–	1092
2020 Q3	$1K	Hold	187	–	–	﹤0.01%	1004
2020 Q2	$2K	Buy	+187	New	+$1.57K	﹤0.01%	924

Other funds holding ISBC

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evoke Wealth's ISBC Position: Q4 2020 in Review

Evoke Wealth sold out of Investors Bancorp, Inc. (ISBC) in Q4 2020, closing a stake of 187 shares — an estimated $1K sold.

Evoke Wealth first reported a position in ISBC in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

Evoke Wealth reported no remaining Investors Bancorp, Inc. position as of Q4 2020 after selling out during the quarter.
Evoke Wealth sold 187 Investors Bancorp, Inc. shares in Q4 2020, an estimated $1K.
Evoke Wealth first reported a position in Investors Bancorp, Inc. in Q2 2020 and held it in 2 quarters.
Evoke Wealth's Investors Bancorp, Inc. position peaked at $2K in Q2 2020.
227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.