BFG
CRGE

Bleakley Financial Group’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Bleakley Financial Group’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
-20,555
Closed -$2.35K – 1037
2023
Q4 		$2.35K Hold
20,555
– – ﹤0.01% 949
2023
Q3 		$10.2K Hold
20,555
– – ﹤0.01% 879
2023
Q2 		$20.1K Sell
20,555
-1,569
-7% -$1.59K ﹤0.01% 917
2023
Q1 		$24.3K Buy
22,124
+744
+3% +$937 ﹤0.01% 891
2022
Q4 		$26.5K Buy
+21,380
New +$41.7K ﹤0.01% 855

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

Bleakley Financial Group's CRGE Position: Q1 2024 in Review

Bleakley Financial Group sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 20,555 shares — an estimated $2.35K sold.

Bleakley Financial Group first reported a position in CRGE in Q4 2022 and held it in 5 quarters. The position peaked at $26.5K in Q4 2022. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

  • Bleakley Financial Group reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 20,555 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $2.35K.
  • Bleakley Financial Group first reported a position in Charge Enterprises, Inc. Common Stock in Q4 2022 and held it in 5 quarters.
  • Bleakley Financial Group's Charge Enterprises, Inc. Common Stock position peaked at $26.5K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Bleakley Financial Group's 13F filing for Q1 2024, filed 8 May 2024.