EW
THS

Evoke Wealth’s Treehouse Foods THS Stock Holding History

Evoke Wealth’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-107
Closed -$5.19K – 1343
2019
Q4 		$5.19K Sell
107
-13
-11% -$666 ﹤0.01% 901
2019
Q3 		$6.65K Buy
+120
New +$6.57K ﹤0.01% 925

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Evoke Wealth's THS Position: Q1 2020 in Review

Evoke Wealth sold out of Treehouse Foods (THS) in Q1 2020, closing a stake of 107 shares — an estimated $5.19K sold.

Evoke Wealth first reported a position in THS in Q3 2019 and held it in 2 quarters. The position peaked at $6.65K in Q3 2019. 239 funds tracked by Wall St. Rank hold THS as of Q1 2020.

  • Evoke Wealth reported no remaining Treehouse Foods position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 107 Treehouse Foods shares in Q1 2020, an estimated $5.19K.
  • Evoke Wealth first reported a position in Treehouse Foods in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Treehouse Foods position peaked at $6.65K in Q3 2019.
  • 239 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.