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Evoke Wealth’s Rollins ROL Stock Holding History

Evoke Wealth’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,252
Closed -$43K – 979
2022
Q3 		$43K Buy
1,252
+50
+4% +$1.8K ﹤0.01% 540
2022
Q2 		$42K Sell
1,202
-20
-2% -$687 ﹤0.01% 539
2022
Q1 		$43K Buy
1,222
+61
+5% +$1.98K ﹤0.01% 547
2021
Q4 		$40K Buy
1,161
+17
+1% +$595 ﹤0.01% 564
2021
Q3 		$40K Sell
1,144
-1
-0.1% -$37 ﹤0.01% 539
2021
Q2 		$39K Sell
1,145
-8
-0.7% -$279 ﹤0.01% 553
2021
Q1 		$40K Buy
1,153
+3
+0.3% +$107 ﹤0.01% 477
2020
Q4 		$45K Buy
1,150
+1,120
+3,733% +$43.4K ﹤0.01% 389
2020
Q3 		$1K Hold
30
– – ﹤0.01% 971
2020
Q2 		$1K Sell
30
-8
-21% -$214 ﹤0.01% 1019
2020
Q1 		$904 Sell
38
-76
-67% -$1.88K ﹤0.01% 942
2019
Q4 		$2.52K Hold
114
– – ﹤0.01% 1035
2019
Q3 		$2.59K Buy
+114
New +$2.62K ﹤0.01% 1156

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's ROL Position: Q4 2022 in Review

Evoke Wealth sold out of Rollins (ROL) in Q4 2022, closing a stake of 1,252 shares — an estimated $43K sold.

Evoke Wealth first reported a position in ROL in Q3 2019 and held it in 13 quarters. The position peaked at $45K in Q4 2020. 556 funds tracked by Wall St. Rank hold ROL as of Q4 2022.

  • Evoke Wealth reported no remaining Rollins position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,252 Rollins shares in Q4 2022, an estimated $43K.
  • Evoke Wealth first reported a position in Rollins in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Rollins position peaked at $45K in Q4 2020.
  • 556 funds tracked by Wall St. Rank held Rollins as of Q4 2022.

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