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Castleview Partners’s EVgo EVGO Stock Holding History

Castleview Partners’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
Q2 		– Sell
-500
Closed -$6K – 777
2022
Q1 		$6K Sell
500
-4,470
-90% -$44.9K ﹤0.01% 550
2021
Q4 		$500 Buy
+4,970
New +$54.4K ﹤0.01% 521
2021
Q2 		$8K Buy
+500
New +$6.38K ﹤0.01% 737

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's EVGO Position: Q2 2022 in Review

Castleview Partners sold out of EVgo (EVGO) in Q2 2022, closing a stake of 500 shares — an estimated $6K sold.

Castleview Partners first reported a position in EVGO in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 183 funds tracked by Wall St. Rank hold EVGO as of Q2 2022.

  • Castleview Partners reported no remaining EVgo position as of Q2 2022 after selling out during the quarter.
  • Castleview Partners sold 500 EVgo shares in Q2 2022, an estimated $6K.
  • Castleview Partners first reported a position in EVgo in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's EVgo position peaked at $8K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held EVgo as of Q2 2022.

Based on Castleview Partners's 13F filing for Q2 2022, filed 16 Aug 2022.