Evoke Wealth’s Ferrari RACE Stock Holding History

Evoke Wealth’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-41	Closed	-$8K	–	955
2022 Q3	$8K	Hold	41	–	–	﹤0.01%	799
2022 Q2	$8K	Hold	41	–	–	﹤0.01%	812
2022 Q1	$9K	Hold	41	–	–	﹤0.01%	793
2021 Q4	$11K	Hold	41	–	–	﹤0.01%	784
2021 Q3	$8K	Hold	41	–	–	﹤0.01%	778
2021 Q2	$8K	Hold	41	–	–	﹤0.01%	786
2021 Q1	$9K	Hold	41	–	–	﹤0.01%	710
2020 Q4	$9K	Hold	41	–	–	﹤0.01%	615
2020 Q3	$8K	Sell	41 -3	-7%	-$558	﹤0.01%	596
2020 Q2	$8K	Hold	44	–	–	﹤0.01%	582
2020 Q1	$6.72K	Hold	44	–	–	﹤0.01%	562
2019 Q4	$7.29K	Hold	44	–	–	﹤0.01%	832
2019 Q3	$6.78K	Buy	+44	New	+$7.02K	﹤0.01%	916

Other funds holding RACE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evoke Wealth's RACE Position: Q4 2022 in Review

Evoke Wealth sold out of Ferrari (RACE) in Q4 2022, closing a stake of 41 shares — an estimated $8K sold.

Evoke Wealth first reported a position in RACE in Q3 2019 and held it in 13 quarters. The position peaked at $11K in Q4 2021. 439 funds tracked by Wall St. Rank hold RACE as of Q4 2022.

Evoke Wealth reported no remaining Ferrari position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 41 Ferrari shares in Q4 2022, an estimated $8K.
Evoke Wealth first reported a position in Ferrari in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Ferrari position peaked at $11K in Q4 2021.
439 funds tracked by Wall St. Rank held Ferrari as of Q4 2022.

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