Evoke Wealth’s W.R. Grace & Co. GRA Stock Holding History

Evoke Wealth’s Portfolio GRA Stock Details GRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-381	Closed	-$15K	–	1105
2020 Q3	$15K	Sell	381 -13	-3%	-$593	﹤0.01%	516
2020 Q2	$20K	Buy	+394	New	+$18.7K	﹤0.01%	468

Other funds holding GRA

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Evoke Wealth's GRA Position: Q4 2020 in Review

Evoke Wealth sold out of W.R. Grace & Co. (GRA) in Q4 2020, closing a stake of 381 shares — an estimated $15K sold.

Evoke Wealth first reported a position in GRA in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 242 funds tracked by Wall St. Rank hold GRA as of Q4 2020.

Evoke Wealth reported no remaining W.R. Grace & Co. position as of Q4 2020 after selling out during the quarter.
Evoke Wealth sold 381 W.R. Grace & Co. shares in Q4 2020, an estimated $15K.
Evoke Wealth first reported a position in W.R. Grace & Co. in Q2 2020 and held it in 2 quarters.
Evoke Wealth's W.R. Grace & Co. position peaked at $20K in Q2 2020.
242 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.