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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

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evoke Wealth's SNN Position: Q4 2022 in Review

Evoke Wealth sold out of Smith & Nephew (SNN) in Q4 2022, closing a stake of 107 shares — an estimated $3K sold.

Evoke Wealth first reported a position in SNN in Q3 2019 and held it in 13 quarters. The position peaked at $24.9K in Q3 2019. 202 funds tracked by Wall St. Rank hold SNN as of Q4 2022.

  • Evoke Wealth reported no remaining Smith & Nephew position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 107 Smith & Nephew shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Smith & Nephew in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Smith & Nephew position peaked at $24.9K in Q3 2019.
  • 202 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2022.

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