BAM
CRGE

Belpointe Asset Management’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-3,000
Closed -$3.3K – 3607
2023
Q1 		$3.3K Hold
3,000
– – ﹤0.01% 3165
2022
Q4 		$3.72K Buy
+3,000
New +$5.85K ﹤0.01% 3032

Other funds holding CRGE

AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Belpointe Asset Management's CRGE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q2 2023, closing a stake of 3,000 shares — an estimated $3.3K sold.

Belpointe Asset Management first reported a position in CRGE in Q4 2022 and held it in 2 quarters. The position peaked at $3.72K in Q4 2022. 71 funds tracked by Wall St. Rank hold CRGE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Charge Enterprises, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,000 Charge Enterprises, Inc. Common Stock shares in Q2 2023, an estimated $3.3K.
  • Belpointe Asset Management first reported a position in Charge Enterprises, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Charge Enterprises, Inc. Common Stock position peaked at $3.72K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.