EW
ZIP icon

Evoke Wealth’s ZipRecruiter ZIP Stock Holding History

Evoke Wealth’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.4K Buy
11,066
+874
+9% +$2.14K ﹤0.01% 707
2025
Q4 		$39.7K Buy
+10,192
New +$45.8K ﹤0.01% 678
2025
Q3 		– Sell
-11,779
Closed -$59K – 689
2025
Q2 		$59K Sell
11,779
-2,527
-18% -$13.8K ﹤0.01% 592
2025
Q1 		$84.3K Sell
14,306
-246
-2% -$1.64K ﹤0.01% 445
2024
Q4 		$105K Sell
14,552
-138
-0.9% -$1.23K ﹤0.01% 424
2024
Q3 		$140K Buy
14,690
+4,690
+47% +$42K ﹤0.01% 405
2024
Q2 		$90.9K Sell
10,000
-4,635
-32% -$46.8K 0.13% 97
2024
Q1 		$168K Buy
14,635
+4,635
+46% +$62.2K 0.01% 391
2023
Q4 		$139K Sell
10,000
-4,635
-32% -$57.3K 0.28% 82
2023
Q3 		$175K Hold
14,635
– – 0.01% 359
2023
Q2 		$260K Hold
14,635
– – 0.01% 305
2023
Q1 		$233K Hold
14,635
– – 0.01% 306
2022
Q4 		$240K Hold
14,635
– – 0.01% 314
2022
Q3 		$241K Sell
14,635
-80,000
-85% -$1.39M 0.01% 292
2022
Q2 		$1.4M Sell
94,635
-50,000
-35% -$992K 0.05% 133
2022
Q1 		$3.32M Hold
144,635
– – 0.11% 92
2021
Q4 		$3.61M Sell
144,635
-40,000
-22% -$1.1M 0.11% 93
2021
Q3 		$5.09M Buy
184,635
+180,000
+3,883% +$4.66M 0.19% 68
2021
Q2 		$116K Buy
+4,635
New +$105K ﹤0.01% 416

Other funds holding ZIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return