CAPTRUST Financial Advisors
EVGO icon

CAPTRUST Financial Advisors’s EVgo EVGO Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-2,642
Closed -$16K – 2678
2022
Q2 		$16K Buy
2,642
+812
+44% +$7.72K ﹤0.01% 3489
2022
Q1 		$24K Buy
1,830
+30
+2% +$301 ﹤0.01% 3277
2021
Q4 		$18K Buy
1,800
+300
+20% +$3.28K ﹤0.01% 3352
2021
Q3 		$12K Hold
1,500
– – ﹤0.01% 3495
2021
Q2 		$23K Hold
1,500
– – ﹤0.01% 3001
2021
Q1 		$21K Buy
+1,500
New +$23K ﹤0.01% 2959

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAPTRUST Financial Advisors's EVGO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of EVgo (EVGO) in Q3 2022, closing a stake of 2,642 shares — an estimated $16K sold.

CAPTRUST Financial Advisors first reported a position in EVGO in Q1 2021 and held it in 6 quarters. The position peaked at $24K in Q1 2022. 184 funds tracked by Wall St. Rank hold EVGO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining EVgo position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,642 EVgo shares in Q3 2022, an estimated $16K.
  • CAPTRUST Financial Advisors first reported a position in EVgo in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's EVgo position peaked at $24K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.