AWS
CRGE

Atria Wealth Solutions’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Atria Wealth Solutions’s Portfolio CRGE Stock Details CRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,369
Closed -$1.41K – 2087
2023
Q4 		$1.41K Buy
+12,369
New +$3.36K ﹤0.01% 1924

Other funds holding CRGE

AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
WWS
Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's CRGE Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 12,369 shares — an estimated $1.41K sold.

Atria Wealth Solutions first reported a position in CRGE in Q4 2023 and held it in 1 quarter. The position peaked at $1.41K in Q4 2023. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,369 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $1.41K.
  • Atria Wealth Solutions first reported a position in Charge Enterprises, Inc. Common Stock in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Charge Enterprises, Inc. Common Stock position peaked at $1.41K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.