Evoke Wealth’s James River Group Holdings JRVR Stock Holding History

Evoke Wealth’s Portfolio JRVR Stock Details JRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-46	Closed	-$1K	–	1214
2021 Q4	$1K	Hold	46	–	–	﹤0.01%	1130
2021 Q3	$1K	Hold	46	–	–	﹤0.01%	1086
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	1053
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	1036
2020 Q4	$2K	Hold	46	–	–	﹤0.01%	893
2020 Q3	$2K	Hold	46	–	–	﹤0.01%	848
2020 Q2	$2K	Buy	+46	New	+$1.71K	﹤0.01%	869

Other funds holding JRVR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Evoke Wealth's JRVR Position: Q1 2022 in Review

Evoke Wealth sold out of James River Group Holdings (JRVR) in Q1 2022, closing a stake of 46 shares — an estimated $1K sold.

Evoke Wealth first reported a position in JRVR in Q2 2020 and held it in 7 quarters. The position peaked at $2K in Q2 2021. 146 funds tracked by Wall St. Rank hold JRVR as of Q1 2022.

Evoke Wealth reported no remaining James River Group Holdings position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 46 James River Group Holdings shares in Q1 2022, an estimated $1K.
Evoke Wealth first reported a position in James River Group Holdings in Q2 2020 and held it in 7 quarters.
Evoke Wealth's James River Group Holdings position peaked at $2K in Q2 2021.
146 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2022.

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