Evoke Wealth’s Safehold Inc. 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	-78	Closed	-$2K	–	1243
2022 Q3	$2K	Buy	+78	New	+$3.04K	﹤0.01%	1091
2020 Q1	–	Sell	-160	Closed	-$6.45K	–	1446
2019 Q4	$6.45K	Buy	+160	New	+$5.87K	﹤0.01%	858

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

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

BIC

B&I Capital Zurich, Switzerland $294M AUM 3.09% 1-Year Est. Return

Evoke Wealth's SAFE Position: Q4 2022 in Review

Evoke Wealth sold out of Safehold Inc. (SAFE) in Q4 2022, closing a stake of 78 shares — an estimated $2K sold.

Evoke Wealth first reported a position in SAFE in Q4 2019 and held it in 2 quarters. The position peaked at $6.45K in Q4 2019. 175 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

Evoke Wealth reported no remaining Safehold Inc. position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 78 Safehold Inc. shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Safehold Inc. in Q4 2019 and held it in 2 quarters.
Evoke Wealth's Safehold Inc. position peaked at $6.45K in Q4 2019.
175 funds tracked by Wall St. Rank held Safehold Inc. as of Q4 2022.

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