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 $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Evoke Wealth's SPXC Position: Q4 2022 in Review

Evoke Wealth sold out of SPX Corp (SPXC) in Q4 2022, closing a stake of 340 shares — an estimated $19K sold.

Evoke Wealth first reported a position in SPXC in Q3 2019 and held it in 13 quarters. The position peaked at $46.4K in Q3 2019. 242 funds tracked by Wall St. Rank hold SPXC as of Q4 2022.

Evoke Wealth reported no remaining SPX Corp position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 340 SPX Corp shares in Q4 2022, an estimated $19K.
Evoke Wealth first reported a position in SPX Corp in Q3 2019 and held it in 13 quarters.
Evoke Wealth's SPX Corp position peaked at $46.4K in Q3 2019.
242 funds tracked by Wall St. Rank held SPX Corp as of Q4 2022.

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