Evoke Wealth’s Safehold SAFE Stock Holding History

Evoke Wealth’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-46	Closed	-$2K	–	989
2022 Q3	$2K	Buy	+46	New	+$3.19K	﹤0.01%	1073
2020 Q2	–	Sell	-28	Closed	-$1.44K	–	1173
2020 Q1	$1.44K	Buy	+28	New	+$1.89K	﹤0.01%	869
2019 Q4	–	Sell	-28	Closed	-$1.77K	–	1431
2019 Q3	$1.77K	Buy	+28	New	+$1.76K	﹤0.01%	1227

Other funds holding SAFE

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

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Evoke Wealth's SAFE Position: Q4 2022 in Review

Evoke Wealth sold out of Safehold (SAFE) in Q4 2022, closing a stake of 46 shares — an estimated $2K sold.

Evoke Wealth first reported a position in SAFE in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 203 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

Evoke Wealth reported no remaining Safehold position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 46 Safehold shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Safehold in Q3 2019 and held it in 3 quarters.
Evoke Wealth's Safehold position peaked at $2K in Q3 2022.
203 funds tracked by Wall St. Rank held Safehold as of Q4 2022.

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