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Evoke Wealth’s Prestige Consumer Healthcare PBH Stock Holding History

Evoke Wealth’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-331
Closed -$13.4K – 1293
2019
Q4 		$13.4K Hold
331
– – ﹤0.01% 682
2019
Q3 		$11.5K Buy
+331
New +$10.9K ﹤0.01% 790

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evoke Wealth's PBH Position: Q1 2020 in Review

Evoke Wealth sold out of Prestige Consumer Healthcare (PBH) in Q1 2020, closing a stake of 331 shares — an estimated $13.4K sold.

Evoke Wealth first reported a position in PBH in Q3 2019 and held it in 2 quarters. The position peaked at $13.4K in Q4 2019. 251 funds tracked by Wall St. Rank hold PBH as of Q1 2020.

  • Evoke Wealth reported no remaining Prestige Consumer Healthcare position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 331 Prestige Consumer Healthcare shares in Q1 2020, an estimated $13.4K.
  • Evoke Wealth first reported a position in Prestige Consumer Healthcare in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Prestige Consumer Healthcare position peaked at $13.4K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.