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Bell Investment Advisors’s EVgo EVGO Stock Holding History

Bell Investment 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
Q3 		– Sell
-124
Closed -$496 – 1955
2023
Q2 		$496 Hold
124
– – ﹤0.01% 1858
2023
Q1 		$966 Hold
124
– – ﹤0.01% 1587
2022
Q4 		$554 Buy
+124
New +$802 ﹤0.01% 1768

Other funds holding EVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Investment Advisors's EVGO Position: Q3 2023 in Review

Bell Investment Advisors sold out of EVgo (EVGO) in Q3 2023, closing a stake of 124 shares — an estimated $496 sold.

Bell Investment Advisors first reported a position in EVGO in Q4 2022 and held it in 3 quarters. The position peaked at $966 in Q1 2023. 190 funds tracked by Wall St. Rank hold EVGO as of Q3 2023.

  • Bell Investment Advisors reported no remaining EVgo position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 124 EVgo shares in Q3 2023, an estimated $496.
  • Bell Investment Advisors first reported a position in EVgo in Q4 2022 and held it in 3 quarters.
  • Bell Investment Advisors's EVgo position peaked at $966 in Q1 2023.
  • 190 funds tracked by Wall St. Rank held EVgo as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.