Evoke Wealth’s Blackbaud BLKB Stock Holding History

Evoke Wealth’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-120	Closed	-$9.55K	–	1155
2019 Q4	$9.55K	Buy	120 +9	+8%	+$753	﹤0.01%	762
2019 Q3	$10K	Buy	+111	New	+$9.87K	﹤0.01%	820

Other funds holding BLKB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Evoke Wealth's BLKB Position: Q1 2020 in Review

Evoke Wealth sold out of Blackbaud (BLKB) in Q1 2020, closing a stake of 120 shares — an estimated $9.55K sold.

Evoke Wealth first reported a position in BLKB in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 226 funds tracked by Wall St. Rank hold BLKB as of Q1 2020.

Evoke Wealth reported no remaining Blackbaud position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 120 Blackbaud shares in Q1 2020, an estimated $9.55K.
Evoke Wealth first reported a position in Blackbaud in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Blackbaud position peaked at $10K in Q3 2019.
226 funds tracked by Wall St. Rank held Blackbaud as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.