Evoke Wealth’s Macy's M Stock Holding History

Evoke Wealth’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-171	Closed	-$3K	–	814
2022 Q3	$3K	Hold	171	–	–	﹤0.01%	977
2022 Q2	$3K	Hold	171	–	–	﹤0.01%	991
2022 Q1	$4K	Hold	171	–	–	﹤0.01%	956
2021 Q4	$5K	Hold	171	–	–	﹤0.01%	898
2021 Q3	$3K	Hold	171	–	–	﹤0.01%	953
2021 Q2	$3K	Hold	171	–	–	﹤0.01%	991
2021 Q1	$3K	Hold	171	–	–	﹤0.01%	961
2020 Q4	$2K	Hold	171	–	–	﹤0.01%	895
2020 Q3	$1K	Hold	171	–	–	﹤0.01%	949
2020 Q2	$1K	Sell	171 -44	-20%	-$271	﹤0.01%	995
2020 Q1	$1.08K	Sell	215 -2,003	-90%	-$27.2K	﹤0.01%	919
2019 Q4	$38.5K	Buy	2,218 +291	+15%	+$4.55K	﹤0.01%	462
2019 Q3	$30.7K	Buy	+1,927	New	+$35.7K	﹤0.01%	560

Other funds holding M

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

LSV Asset Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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