Evoke Wealth’s Pioneer Power Solutions PPSI Stock Holding History

Evoke Wealth’s Portfolio PPSI Stock Details PPSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-68	Closed	–	–	938
2022 Q3	$0	Hold	68	–	–	﹤0.01%	1241
2022 Q2	$0	Buy	+68	New	+$277	﹤0.01%	1225

Other funds holding PPSI

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

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

Evoke Wealth's PPSI Position: Q4 2022 in Review

Evoke Wealth sold out of Pioneer Power Solutions (PPSI) in Q4 2022, closing a stake of 68 shares.

Evoke Wealth first reported a position in PPSI in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 17 funds tracked by Wall St. Rank hold PPSI as of Q4 2022.

Evoke Wealth reported no remaining Pioneer Power Solutions position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 68 Pioneer Power Solutions shares in Q4 2022.
Evoke Wealth first reported a position in Pioneer Power Solutions in Q2 2022 and held it in 2 quarters.
Evoke Wealth's Pioneer Power Solutions position peaked at $0 in Q3 2022.
17 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q4 2022.

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