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Evoke Wealth’s Healthcare Services Group HCSG Stock Holding History

Evoke Wealth’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,615
Closed -$102K – 1185
2020
Q4 		$102K Hold
3,615
– – 0.01% 297
2020
Q3 		$78K Hold
3,615
– – 0.01% 308
2020
Q2 		$88K Hold
3,615
– – 0.01% 291
2020
Q1 		$86.4K Hold
3,615
– – 0.01% 277
2019
Q4 		$87.9K Hold
3,615
– – 0.01% 338
2019
Q3 		$87.8K Buy
+3,615
New +$91.2K 0.01% 392

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth's HCSG Position: Q1 2021 in Review

Evoke Wealth sold out of Healthcare Services Group (HCSG) in Q1 2021, closing a stake of 3,615 shares — an estimated $102K sold.

Evoke Wealth first reported a position in HCSG in Q3 2019 and held it in 6 quarters. The position peaked at $102K in Q4 2020. 251 funds tracked by Wall St. Rank hold HCSG as of Q1 2021.

  • Evoke Wealth reported no remaining Healthcare Services Group position as of Q1 2021 after selling out during the quarter.
  • Evoke Wealth sold 3,615 Healthcare Services Group shares in Q1 2021, an estimated $102K.
  • Evoke Wealth first reported a position in Healthcare Services Group in Q3 2019 and held it in 6 quarters.
  • Evoke Wealth's Healthcare Services Group position peaked at $102K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2021.

Based on Evoke Wealth's 13F filing for Q1 2021, filed 13 May 2021.