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Clearview Wealth Advisors’s EVgo EVGO Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-37
Closed -$148 – 278
2023
Q2 		$148 Sell
37
-450
-92% -$2.3K ﹤0.01% 669
2023
Q1 		$3.79K Hold
487
– – ﹤0.01% 458
2022
Q4 		$2.18K Hold
487
– – ﹤0.01% 472
2022
Q3 		$4K Hold
487
– – ﹤0.01% 425
2022
Q2 		$3K Sell
487
-250
-34% -$2.38K ﹤0.01% 469
2022
Q1 		$9K Hold
737
– – 0.01% 395
2021
Q4 		$7K Buy
+737
New +$8.07K ﹤0.01% 454

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearview Wealth Advisors's EVGO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of EVgo (EVGO) in Q3 2023, closing a stake of 37 shares — an estimated $148 sold.

Clearview Wealth Advisors first reported a position in EVGO in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 190 funds tracked by Wall St. Rank hold EVGO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining EVgo position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 37 EVgo shares in Q3 2023, an estimated $148.
  • Clearview Wealth Advisors first reported a position in EVgo in Q4 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's EVgo position peaked at $9K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held EVgo as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.