Evoke Wealth’s Skyworks Solutions SWKS Stock Holding History

Evoke Wealth’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,420	Closed	-$1.82M	–	314
2023 Q3	$1.82M	Sell	18,420 -8,194	-31%	-$872K	0.06%	125
2023 Q2	$2.95M	Sell	26,614 -4,607	-15%	-$486K	0.1%	90
2023 Q1	$3.68M	Sell	31,221 -10,198	-25%	-$1.13M	0.13%	77
2022 Q4	$3.77M	Sell	41,419 -3,364	-8%	-$301K	0.14%	81
2022 Q3	$3.82M	Sell	44,783 -9,259	-17%	-$947K	0.15%	65
2022 Q2	$5.01M	Buy	54,042 +1,574	+3%	+$170K	0.19%	59
2022 Q1	$6.99M	Buy	52,468 +2,580	+5%	+$362K	0.23%	56
2021 Q4	$7.74M	Buy	49,888 +11,840	+31%	+$1.89M	0.24%	52
2021 Q3	$6.27M	Buy	38,048 +5,165	+16%	+$944K	0.24%	54
2021 Q2	$6.3M	Buy	32,883 +949	+3%	+$168K	0.24%	53
2021 Q1	$5.86M	Buy	31,934 +30,661	+2,409%	+$5.33M	0.26%	53
2020 Q4	$195K	Hold	1,273	–	–	0.01%	236
2020 Q3	$185K	Sell	1,273 -100	-7%	-$13.9K	0.02%	220
2020 Q2	$176K	Sell	1,373 -203	-13%	-$22.5K	0.02%	207
2020 Q1	$141K	Sell	1,576 -61	-4%	-$6.51K	0.02%	216
2019 Q4	$198K	Hold	1,637	–	–	0.03%	222
2019 Q3	$130K	Buy	+1,637	New	+$130K	0.02%	327

Other funds holding SWKS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return