Evoke Wealth’s Nordic American Tanker NAT Stock Holding History

Evoke Wealth’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-564	Closed	-$1K	–	1226
2021 Q4	$1K	Hold	564	–	–	﹤0.01%	1139
2021 Q3	$1K	Hold	564	–	–	﹤0.01%	1093
2021 Q2	$2K	Hold	564	–	–	﹤0.01%	1059
2021 Q1	$2K	Hold	564	–	–	﹤0.01%	1038
2020 Q4	$2K	Hold	564	–	–	﹤0.01%	897
2020 Q3	$2K	Hold	564	–	–	﹤0.01%	852
2020 Q2	$2K	Hold	564	–	–	﹤0.01%	878
2020 Q1	$2.56K	Buy	+564	New	+$2.03K	﹤0.01%	762

Other funds holding NAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evoke Wealth's NAT Position: Q1 2022 in Review

Evoke Wealth sold out of Nordic American Tanker (NAT) in Q1 2022, closing a stake of 564 shares — an estimated $1K sold.

Evoke Wealth first reported a position in NAT in Q1 2020 and held it in 8 quarters. The position peaked at $2.56K in Q1 2020. 144 funds tracked by Wall St. Rank hold NAT as of Q1 2022.

Evoke Wealth reported no remaining Nordic American Tanker position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 564 Nordic American Tanker shares in Q1 2022, an estimated $1K.
Evoke Wealth first reported a position in Nordic American Tanker in Q1 2020 and held it in 8 quarters.
Evoke Wealth's Nordic American Tanker position peaked at $2.56K in Q1 2020.
144 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2022.

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