BWM
EVGO icon

BerganKDV Wealth Management’s EVgo EVGO Stock Holding History

BerganKDV Wealth Management’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
2021
Q4 		– Sell
-4,000
Closed -$33K – 1072
2021
Q3 		$33K Buy
+4,000
New +$40.3K ﹤0.01% 455

Other funds holding EVGO

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BerganKDV Wealth Management's EVGO Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of EVgo (EVGO) in Q4 2021, closing a stake of 4,000 shares — an estimated $33K sold.

BerganKDV Wealth Management first reported a position in EVGO in Q3 2021 and held it in 1 quarter. The position peaked at $33K in Q3 2021. 149 funds tracked by Wall St. Rank hold EVGO as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining EVgo position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 4,000 EVgo shares in Q4 2021, an estimated $33K.
  • BerganKDV Wealth Management first reported a position in EVgo in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's EVgo position peaked at $33K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held EVgo as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.