Evoke Wealth’s SPX Corp SPXC Stock Holding History

Evoke Wealth’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-340	Closed	-$19K	–	1038
2022 Q3	$19K	Hold	340	–	–	﹤0.01%	651
2022 Q2	$18K	Hold	340	–	–	﹤0.01%	672
2022 Q1	$17K	Hold	340	–	–	﹤0.01%	687
2021 Q4	$20K	Hold	340	–	–	﹤0.01%	679
2021 Q3	$18K	Hold	340	–	–	﹤0.01%	657
2021 Q2	$21K	Hold	340	–	–	﹤0.01%	652
2021 Q1	$20K	Hold	340	–	–	﹤0.01%	593
2020 Q4	$19K	Hold	340	–	–	﹤0.01%	505
2020 Q3	$16K	Hold	340	–	–	﹤0.01%	506
2020 Q2	$14K	Hold	340	–	–	﹤0.01%	517
2020 Q1	$11.1K	Hold	340	–	–	﹤0.01%	496
2019 Q4	$17.3K	Sell	340 -820	-71%	-$37.5K	﹤0.01%	624
2019 Q3	$46.4K	Buy	+1,160	New	+$42.9K	0.01%	482

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return