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EW
Evoke Wealth’s
Q2 Holdings
QTWO
Stock Holding History
Evoke Wealth’s Portfolio
QTWO Stock Details
QTWO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-113
Closed
-$8.91K
–
1423
2019
Q3
$8.91K
Buy
+113
New
+$9.34K
﹤0.01%
852
Other funds holding QTWO
BCM
Brown Capital Management
Baltimore, Maryland
$704M AUM
6.25%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
ASP
Adams Street Partners
Chicago, Illinois
$260M AUM
30.38%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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