Ownership history in EVOKE WEALTH, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in TPG RE FINANCE TRUST (TRTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EVOKE WEALTH, LLC underperformed the S&P 500 by β3.9% annually on this TRTX position. Timing score: 62% (13/21 decisions correct). Average cost basis: $8.23. Maximum drawdown during holding period: β69.0%.
β οΈ Trailed SPY by 3.9% ann. on this position.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 21 add/trim decisions correct
Best entry: $4.70 (2020 Q3) Β· Worst: $8.54 (2019 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 13 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size