Evoke Wealth’s Workiva WK Stock Holding History

Evoke Wealth’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-18	Closed	-$2K	–	1263
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	1077
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	1036
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	1078
2021 Q1	$2K	Buy	+18	New	+$1.78K	﹤0.01%	1062

Other funds holding WK

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Evoke Wealth's WK Position: Q1 2022 in Review

Evoke Wealth sold out of Workiva (WK) in Q1 2022, closing a stake of 18 shares — an estimated $2K sold.

Evoke Wealth first reported a position in WK in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

Evoke Wealth reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 18 Workiva shares in Q1 2022, an estimated $2K.
Evoke Wealth first reported a position in Workiva in Q1 2021 and held it in 4 quarters.
Evoke Wealth's Workiva position peaked at $2K in Q4 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.