Evoke Wealth
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Evoke Wealth’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Evoke Wealth’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-119,570
Closed -$1.78M – 960
2022
Q3 		$1.78M Buy
+119,570
New +$1.79M 0.07% 107

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PCM
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Evoke Wealth's REFI Position: Q4 2022 in Review

Evoke Wealth sold out of Chicago Atlantic Real Estate Finance (REFI) in Q4 2022, closing a stake of 119,570 shares — an estimated $1.78M sold.

Evoke Wealth first reported a position in REFI in Q3 2022 and held it in 1 quarter. The position peaked at $1.78M in Q3 2022. 49 funds tracked by Wall St. Rank hold REFI as of Q4 2022.

  • Evoke Wealth reported no remaining Chicago Atlantic Real Estate Finance position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 119,570 Chicago Atlantic Real Estate Finance shares in Q4 2022, an estimated $1.78M.
  • Evoke Wealth first reported a position in Chicago Atlantic Real Estate Finance in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's Chicago Atlantic Real Estate Finance position peaked at $1.78M in Q3 2022.
  • 49 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q4 2022.

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