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Retail Opportunity Investments shares owned by Evoke Wealth

Quarter-by-quarter ownership of Retail Opportunity Investments (ROIC) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Retail Opportunity Investments

Tip: Access up to 7 years of quarterly data

All positions including Retail Opportunity Investments held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Retail Opportunity Investments by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 162k 14.16
2021-03-31 $3.0k 207 14.49
2020-12-31 $3.0k 207 14.49
2020-09-30 $2.0k 207 9.66
2020-06-30 $2.0k 207 9.66
2020-03-31 $1.7k 207 8.29

More positions owned by Evoke Wealth

Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Evoke Wealth

Top funds holding Retail Opportunity Investments

BlackRock
Vanguard Group
Centersquare Investment Management
Principal Financial Group
Federated Investors
Sumitomo Mitsui Trust Holdings
Geode Capital Management
Jpmorgan Chase & Co
Ing Clarion Real Estate Securities
Charles Schwab Investment Management
Dimensional Fund Advisors
Morgan Stanley
Jennison Associates
Northern Trust
Marshall Wace

View all funds holding Retail Opportunity Investments