Ownership history in EVOKE WEALTH, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in FIDELITY NATIONAL FINANCIAL (FNF). 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 β3.4% annually on this FNF position. Timing score: 50% (3/6 decisions correct). Average cost basis: $55.20. Maximum drawdown during holding period: β44.6%.
β οΈ Trailed SPY by 3.4% ann. on this position.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $30.94 (2021 Q1) Β· Worst: $57.16 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 3 trims. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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