Evoke Wealth’s Smith & Nephew SNN Stock Holding History

Evoke Wealth’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-107	Closed	-$3K	–	1025
2022 Q3	$3K	Hold	107	–	–	﹤0.01%	996
2022 Q2	$3K	Hold	107	–	–	﹤0.01%	1009
2022 Q1	$3K	Hold	107	–	–	﹤0.01%	1016
2021 Q4	$4K	Hold	107	–	–	﹤0.01%	962
2021 Q3	$3K	Hold	107	–	–	﹤0.01%	966
2021 Q2	$5K	Hold	107	–	–	﹤0.01%	897
2021 Q1	$4K	Hold	107	–	–	﹤0.01%	906
2020 Q4	$5K	Hold	107	–	–	﹤0.01%	732
2020 Q3	$4K	Sell	107 -11	-9%	-$443	﹤0.01%	733
2020 Q2	$5K	Hold	118	–	–	﹤0.01%	684
2020 Q1	$4.24K	Sell	118 -398	-77%	-$17.6K	﹤0.01%	648
2019 Q4	$24.8K	Sell	516 -2	-0.4%	-$90	﹤0.01%	545
2019 Q3	$24.9K	Buy	+518	New	+$23.8K	﹤0.01%	602

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return