B. Riley Wealth Advisors’s EVgo EVGO Stock Holding History

B. Riley Wealth Advisors’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,274	Closed	-$103K	–	1568
2023 Q1	$103K	Buy	+13,274	New	+$78.1K	﹤0.01%	1379
2022 Q3	–	Sell	-10,850	Closed	-$66K	–	1475
2022 Q2	$66K	Sell	10,850 -27,950	-72%	-$266K	﹤0.01%	1158
2022 Q1	$499K	Sell	38,800 -8,790	-18%	-$88.2K	0.02%	746
2021 Q4	$474K	Buy	47,590 +26,340	+124%	+$288K	0.01%	834
2021 Q3	$174K	Buy	21,250 +1,264	+6%	+$12.8K	0.01%	1260
2021 Q2	$301K	Sell	19,986 -2,915	-13%	-$37.2K	0.01%	1016
2021 Q1	$314K	Buy	+22,901	New	+$351K	0.01%	969

Other funds holding EVGO

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Advisors's EVGO Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of EVgo (EVGO) in Q2 2023, closing a stake of 13,274 shares — an estimated $103K sold.

B. Riley Wealth Advisors first reported a position in EVGO in Q1 2021 and held it in 7 quarters. The position peaked at $499K in Q1 2022. 187 funds tracked by Wall St. Rank hold EVGO as of Q2 2023.

B. Riley Wealth Advisors reported no remaining EVgo position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,274 EVgo shares in Q2 2023, an estimated $103K.
B. Riley Wealth Advisors first reported a position in EVgo in Q1 2021 and held it in 7 quarters.
B. Riley Wealth Advisors's EVgo position peaked at $499K in Q1 2022.
187 funds tracked by Wall St. Rank held EVgo as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.