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Evoke Wealth’s SFL Corp SFL Stock Holding History

Evoke Wealth’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50,327
Closed -$663K – 334
2024
Q1 		$663K Buy
50,327
+173
+0.3% +$2.18K 0.02% 211
2023
Q4 		$566K Buy
+50,154
New +$558K 0.92% 23
2020
Q2 		– Sell
-137
Closed -$1.3K – 1177
2020
Q1 		$1.3K Buy
+137
New +$1.7K ﹤0.01% 889

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evoke Wealth's SFL Position: Q2 2024 in Review

Evoke Wealth sold out of SFL Corp (SFL) in Q2 2024, closing a stake of 50,327 shares — an estimated $663K sold.

Evoke Wealth first reported a position in SFL in Q1 2020 and held it in 3 quarters. The position peaked at $663K in Q1 2024. 191 funds tracked by Wall St. Rank hold SFL as of Q2 2024.

  • Evoke Wealth reported no remaining SFL Corp position as of Q2 2024 after selling out during the quarter.
  • Evoke Wealth sold 50,327 SFL Corp shares in Q2 2024, an estimated $663K.
  • Evoke Wealth first reported a position in SFL Corp in Q1 2020 and held it in 3 quarters.
  • Evoke Wealth's SFL Corp position peaked at $663K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held SFL Corp as of Q2 2024.

Based on Evoke Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.