Concord Wealth Partners’s Evoke Pharma EVOK Stock Holding History

Concord Wealth Partners’s Portfolio EVOK Stock Details EVOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3	Closed	-$43	–	882
2023 Q3	$43	Hold	3	–	–	﹤0.01%	1020
2023 Q2	$51	Sell	3 -7	-70%	-$153	﹤0.01%	1026
2023 Q1	$217	Buy	+10	New	+$391	﹤0.01%	959

Other funds holding EVOK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Concord Wealth Partners's EVOK Position: Q4 2023 in Review

Concord Wealth Partners sold out of Evoke Pharma (EVOK) in Q4 2023, closing a stake of 3 shares — an estimated $43 sold.

Concord Wealth Partners first reported a position in EVOK in Q1 2023 and held it in 3 quarters. The position peaked at $217 in Q1 2023. 10 funds tracked by Wall St. Rank hold EVOK as of Q4 2023.

Concord Wealth Partners reported no remaining Evoke Pharma position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 3 Evoke Pharma shares in Q4 2023, an estimated $43.
Concord Wealth Partners first reported a position in Evoke Pharma in Q1 2023 and held it in 3 quarters.
Concord Wealth Partners's Evoke Pharma position peaked at $217 in Q1 2023.
10 funds tracked by Wall St. Rank held Evoke Pharma as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.