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Buckingham Strategic Wealth’s EVgo EVGO Stock Holding History

Buckingham Strategic Wealth’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
2022
Q1 		– Sell
-14,870
Closed -$148K – 607
2021
Q4 		$148K Buy
+14,870
New +$163K ﹤0.01% 577

Other funds holding EVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Buckingham Strategic Wealth's EVGO Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of EVgo (EVGO) in Q1 2022, closing a stake of 14,870 shares — an estimated $148K sold.

Buckingham Strategic Wealth first reported a position in EVGO in Q4 2021 and held it in 1 quarter. The position peaked at $148K in Q4 2021. 145 funds tracked by Wall St. Rank hold EVGO as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining EVgo position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 14,870 EVgo shares in Q1 2022, an estimated $148K.
  • Buckingham Strategic Wealth first reported a position in EVgo in Q4 2021 and held it in 1 quarter.
  • Buckingham Strategic Wealth's EVgo position peaked at $148K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held EVgo as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.