EW
PPBI

Evoke Wealth’s Pacific Premier Bancorp PPBI Stock Holding History

Evoke Wealth’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,999
Closed -$94.2K – 1160
2020
Q1 		$94.2K Sell
4,999
-5,305
-51% -$141K 0.01% 267
2019
Q4 		$336K Hold
10,304
– – 0.04% 159
2019
Q3 		$321K Buy
+10,304
New +$313K 0.04% 192

Other funds holding PPBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Evoke Wealth's PPBI Position: Q2 2020 in Review

Evoke Wealth sold out of Pacific Premier Bancorp (PPBI) in Q2 2020, closing a stake of 4,999 shares — an estimated $94.2K sold.

Evoke Wealth first reported a position in PPBI in Q3 2019 and held it in 3 quarters. The position peaked at $336K in Q4 2019. 197 funds tracked by Wall St. Rank hold PPBI as of Q2 2020.

  • Evoke Wealth reported no remaining Pacific Premier Bancorp position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 4,999 Pacific Premier Bancorp shares in Q2 2020, an estimated $94.2K.
  • Evoke Wealth first reported a position in Pacific Premier Bancorp in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's Pacific Premier Bancorp position peaked at $336K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.