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Evoke Wealth’s INNOVATE Corp VATE Stock Holding History

Evoke Wealth’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,590
Closed -$24.6K – 1196
2020
Q1 		$24.6K Sell
1,590
-3,590
-69% -$103K ﹤0.01% 409
2019
Q4 		$112K Hold
5,180
– – 0.01% 308
2019
Q3 		$122K Buy
+5,180
New +$112K 0.02% 334

Other funds holding VATE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Evoke Wealth's VATE Position: Q2 2020 in Review

Evoke Wealth sold out of INNOVATE Corp (VATE) in Q2 2020, closing a stake of 1,590 shares — an estimated $24.6K sold.

Evoke Wealth first reported a position in VATE in Q3 2019 and held it in 3 quarters. The position peaked at $122K in Q3 2019. 83 funds tracked by Wall St. Rank hold VATE as of Q2 2020.

  • Evoke Wealth reported no remaining INNOVATE Corp position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 1,590 INNOVATE Corp shares in Q2 2020, an estimated $24.6K.
  • Evoke Wealth first reported a position in INNOVATE Corp in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's INNOVATE Corp position peaked at $122K in Q3 2019.
  • 83 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.