Evoke Wealth’s US Steel X Stock Holding History

Evoke Wealth’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-305	Closed	-$6K	–	1156
2022 Q3	$6K	Hold	305	–	–	﹤0.01%	864
2022 Q2	$5K	Hold	305	–	–	﹤0.01%	907
2022 Q1	$12K	Hold	305	–	–	﹤0.01%	737
2021 Q4	$7K	Hold	305	–	–	﹤0.01%	854
2021 Q3	$6K	Hold	305	–	–	﹤0.01%	832
2021 Q2	$7K	Hold	305	–	–	﹤0.01%	812
2021 Q1	$8K	Hold	305	–	–	﹤0.01%	743
2020 Q4	$5K	Buy	+305	New	+$3.79K	﹤0.01%	739
2020 Q1	–	Sell	-127	Closed	-$1.45K	–	1366
2019 Q4	$1.45K	Buy	+127	New	+$1.58K	﹤0.01%	1120

Other funds holding X

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Evoke Wealth's X Position: Q4 2022 in Review

Evoke Wealth sold out of US Steel (X) in Q4 2022, closing a stake of 305 shares — an estimated $6K sold.

Evoke Wealth first reported a position in X in Q4 2019 and held it in 9 quarters. The position peaked at $12K in Q1 2022. 424 funds tracked by Wall St. Rank hold X as of Q4 2022.

Evoke Wealth reported no remaining US Steel position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 305 US Steel shares in Q4 2022, an estimated $6K.
Evoke Wealth first reported a position in US Steel in Q4 2019 and held it in 9 quarters.
Evoke Wealth's US Steel position peaked at $12K in Q1 2022.
424 funds tracked by Wall St. Rank held US Steel as of Q4 2022.

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