Evoke Wealth’s Forte Biosciences FBRX Stock Holding History

Evoke Wealth’s Portfolio FBRX Stock Details FBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-34	Closed	-$2K	–	1195
2021 Q4	$2K	Buy	+34	New	+$2.29K	﹤0.01%	1039
2020 Q3	–	Sell	-29	Closed	-$11K	–	1052
2020 Q2	$11K	Buy	+29	New	+$13K	﹤0.01%	539

Other funds holding FBRX

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evoke Wealth's FBRX Position: Q1 2022 in Review

Evoke Wealth sold out of Forte Biosciences (FBRX) in Q1 2022, closing a stake of 34 shares — an estimated $2K sold.

Evoke Wealth first reported a position in FBRX in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 52 funds tracked by Wall St. Rank hold FBRX as of Q1 2022.

Evoke Wealth reported no remaining Forte Biosciences position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 34 Forte Biosciences shares in Q1 2022, an estimated $2K.
Evoke Wealth first reported a position in Forte Biosciences in Q2 2020 and held it in 2 quarters.
Evoke Wealth's Forte Biosciences position peaked at $11K in Q2 2020.
52 funds tracked by Wall St. Rank held Forte Biosciences as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.