EW
POR icon

Evoke Wealth’s Portland General Electric POR Stock Holding History

Evoke Wealth’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-47
Closed -$2K – 934
2022
Q3 		$2K Hold
47
– – ﹤0.01% 1063
2022
Q2 		$2K Hold
47
– – ﹤0.01% 1069
2022
Q1 		$3K Sell
47
-35
-43% -$1.84K ﹤0.01% 1007
2021
Q4 		$4K Hold
82
– – ﹤0.01% 953
2021
Q3 		$3K Sell
82
-2
-2% -$98 ﹤0.01% 959
2021
Q2 		$4K Hold
84
– – ﹤0.01% 942
2021
Q1 		$4K Hold
84
– – ﹤0.01% 900
2020
Q4 		$4K Hold
84
– – ﹤0.01% 777
2020
Q3 		$3K Hold
84
– – ﹤0.01% 793
2020
Q2 		$4K Hold
84
– – ﹤0.01% 742
2020
Q1 		$4.06K Hold
84
– – ﹤0.01% 657
2019
Q4 		$4.72K Hold
84
– – ﹤0.01% 924
2019
Q3 		$4.77K Buy
+84
New +$4.68K ﹤0.01% 1014

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evoke Wealth's POR Position: Q4 2022 in Review

Evoke Wealth sold out of Portland General Electric (POR) in Q4 2022, closing a stake of 47 shares — an estimated $2K sold.

Evoke Wealth first reported a position in POR in Q3 2019 and held it in 13 quarters. The position peaked at $4.77K in Q3 2019. 389 funds tracked by Wall St. Rank hold POR as of Q4 2022.

  • Evoke Wealth reported no remaining Portland General Electric position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 47 Portland General Electric shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Portland General Electric in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Portland General Electric position peaked at $4.77K in Q3 2019.
  • 389 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.