Evoke Wealth’s Mid-America Apartment Communities MAA Stock Holding History

Evoke Wealth’s Portfolio MAA Stock Details MAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-19	Closed	-$3K	–	815
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	978
2022 Q2	$3K	Sell	19 -5	-21%	-$930	﹤0.01%	992
2022 Q1	$5K	Buy	24 +15	+167%	+$3.14K	﹤0.01%	908
2021 Q4	$2K	Buy	9 +2	+29%	+$414	﹤0.01%	1055
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	1089
2021 Q2	$1K	Sell	7 -26	-79%	-$4.14K	﹤0.01%	1128
2021 Q1	$5K	Buy	33 +26	+371%	+$3.54K	﹤0.01%	853
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	977
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	950
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	996
2020 Q1	$727	Sell	7 -1	-13%	-$130	﹤0.01%	975
2019 Q4	$1.06K	Hold	8	–	–	﹤0.01%	1139
2019 Q3	$1.04K	Buy	+8	New	+$994	﹤0.01%	1305

Other funds holding MAA

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Evoke Wealth's MAA Position: Q4 2022 in Review

Evoke Wealth sold out of Mid-America Apartment Communities (MAA) in Q4 2022, closing a stake of 19 shares — an estimated $3K sold.

Evoke Wealth first reported a position in MAA in Q3 2019 and held it in 13 quarters. The position peaked at $5K in Q1 2022. 632 funds tracked by Wall St. Rank hold MAA as of Q4 2022.

Evoke Wealth reported no remaining Mid-America Apartment Communities position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 19 Mid-America Apartment Communities shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Mid-America Apartment Communities in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Mid-America Apartment Communities position peaked at $5K in Q1 2022.
632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2022.

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