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Capital Advisors Wealth Management’s EVgo EVGO Stock Holding History

Capital Advisors 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
2024
Q2 		– Sell
-30,194
Closed -$75.8K – 167
2024
Q1 		$75.8K Sell
30,194
-5,800
-16% -$15K 0.02% 155
2023
Q4 		$129K Sell
35,994
-3,678
-9% -$10.9K 0.03% 141
2023
Q3 		$134K Buy
39,672
+1,013
+3% +$4.17K 0.04% 131
2023
Q2 		$155K Buy
38,659
+3,080
+9% +$15.7K 0.04% 134
2023
Q1 		$277K Buy
35,579
+8,685
+32% +$51.1K 0.08% 104
2022
Q4 		$120K Buy
+26,894
New +$174K 0.04% 127

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Advisors Wealth Management's EVGO Position: Q2 2024 in Review

Capital Advisors Wealth Management sold out of EVgo (EVGO) in Q2 2024, closing a stake of 30,194 shares — an estimated $75.8K sold.

Capital Advisors Wealth Management first reported a position in EVGO in Q4 2022 and held it in 6 quarters. The position peaked at $277K in Q1 2023. 177 funds tracked by Wall St. Rank hold EVGO as of Q2 2024.

  • Capital Advisors Wealth Management reported no remaining EVgo position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 30,194 EVgo shares in Q2 2024, an estimated $75.8K.
  • Capital Advisors Wealth Management first reported a position in EVgo in Q4 2022 and held it in 6 quarters.
  • Capital Advisors Wealth Management's EVgo position peaked at $277K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held EVgo as of Q2 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.