Evoke Wealth’s BioXcel Therapeutics BTAI Stock Holding History

Evoke Wealth’s Portfolio BTAI Stock Details BTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3	Closed	-$2K	–	1167
2021 Q1	$2K	Hold	3	–	–	﹤0.01%	1005
2020 Q4	$2K	Buy	+3	New	+$2.34K	﹤0.01%	873

Other funds holding BTAI

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

Evoke Wealth's BTAI Position: Q2 2021 in Review

Evoke Wealth sold out of BioXcel Therapeutics (BTAI) in Q2 2021, closing a stake of 3 shares — an estimated $2K sold.

Evoke Wealth first reported a position in BTAI in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 108 funds tracked by Wall St. Rank hold BTAI as of Q2 2021.

Evoke Wealth reported no remaining BioXcel Therapeutics position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 3 BioXcel Therapeutics shares in Q2 2021, an estimated $2K.
Evoke Wealth first reported a position in BioXcel Therapeutics in Q4 2020 and held it in 2 quarters.
Evoke Wealth's BioXcel Therapeutics position peaked at $2K in Q1 2021.
108 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.