Evoke Wealth’s Associated Banc-Corp ASB Stock Holding History

Evoke Wealth’s Portfolio ASB Stock Details ASB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-146	Closed	-$3K	–	410
2022 Q3	$3K	Hold	146	–	–	﹤0.01%	953
2022 Q2	$3K	Hold	146	–	–	﹤0.01%	965
2022 Q1	$3K	Hold	146	–	–	﹤0.01%	979
2021 Q4	$3K	Hold	146	–	–	﹤0.01%	975
2021 Q3	$3K	Hold	146	–	–	﹤0.01%	926
2021 Q2	$3K	Hold	146	–	–	﹤0.01%	967
2021 Q1	$3K	Hold	146	–	–	﹤0.01%	928
2020 Q4	$2K	Hold	146	–	–	﹤0.01%	864
2020 Q3	$2K	Hold	146	–	–	﹤0.01%	822
2020 Q2	$2K	Hold	146	–	–	﹤0.01%	837
2020 Q1	$1.87K	Hold	146	–	–	﹤0.01%	814
2019 Q4	$3.22K	Hold	146	–	–	﹤0.01%	994
2019 Q3	$2.96K	Buy	+146	New	+$2.95K	﹤0.01%	1131

Other funds holding ASB

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Evoke Wealth's ASB Position: Q4 2022 in Review

Evoke Wealth sold out of Associated Banc-Corp (ASB) in Q4 2022, closing a stake of 146 shares — an estimated $3K sold.

Evoke Wealth first reported a position in ASB in Q3 2019 and held it in 13 quarters. The position peaked at $3.22K in Q4 2019. 306 funds tracked by Wall St. Rank hold ASB as of Q4 2022.

Evoke Wealth reported no remaining Associated Banc-Corp position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 146 Associated Banc-Corp shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Associated Banc-Corp in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Associated Banc-Corp position peaked at $3.22K in Q4 2019.
306 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.