Evoke Wealth’s Willdan Group WLDN Stock Holding History

Evoke Wealth’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-345	Closed	-$11K	–	1362
2019 Q4	$11K	Hold	345	–	–	﹤0.01%	721
2019 Q3	$12.1K	Buy	+345	New	+$12.3K	﹤0.01%	780

Other funds holding WLDN

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Evoke Wealth's WLDN Position: Q1 2020 in Review

Evoke Wealth sold out of Willdan Group (WLDN) in Q1 2020, closing a stake of 345 shares — an estimated $11K sold.

Evoke Wealth first reported a position in WLDN in Q3 2019 and held it in 2 quarters. The position peaked at $12.1K in Q3 2019. 89 funds tracked by Wall St. Rank hold WLDN as of Q1 2020.

Evoke Wealth reported no remaining Willdan Group position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 345 Willdan Group shares in Q1 2020, an estimated $11K.
Evoke Wealth first reported a position in Willdan Group in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Willdan Group position peaked at $12.1K in Q3 2019.
89 funds tracked by Wall St. Rank held Willdan Group as of Q1 2020.

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