Creative Financial Designs’s EVgo EVGO Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-500	Closed	-$1.69K	–	1612
2023 Q3	$1.69K	Sell	500 -2,300	-82%	-$9.47K	﹤0.01%	1358
2023 Q2	$11.2K	Sell	2,800 -500	-15%	-$2.55K	﹤0.01%	981
2023 Q1	$25.7K	Buy	3,300 +2,300	+230%	+$13.5K	﹤0.01%	752
2022 Q4	$4.47K	Hold	1,000	–	–	﹤0.01%	1057
2022 Q3	$8K	Hold	1,000	–	–	﹤0.01%	928
2022 Q2	$6K	Hold	1,000	–	–	﹤0.01%	964
2022 Q1	$13K	Buy	+1,000	New	+$10K	﹤0.01%	849
2021 Q4	–	Sell	-21,620	Closed	-$176K	–	1280
2021 Q3	$176K	Buy	21,620 +21,400	+9,727%	+$216K	0.03%	325
2021 Q2	$3K	Hold	220	–	–	﹤0.01%	1261
2021 Q1	$3K	Buy	+220	New	+$3.37K	﹤0.01%	1150

Other funds holding EVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Financial Designs's EVGO Position: Q4 2023 in Review

Creative Financial Designs sold out of EVgo (EVGO) in Q4 2023, closing a stake of 500 shares — an estimated $1.69K sold.

Creative Financial Designs first reported a position in EVGO in Q1 2021 and held it in 10 quarters. The position peaked at $176K in Q3 2021. 184 funds tracked by Wall St. Rank hold EVGO as of Q4 2023.

Creative Financial Designs reported no remaining EVgo position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 500 EVgo shares in Q4 2023, an estimated $1.69K.
Creative Financial Designs first reported a position in EVgo in Q1 2021 and held it in 10 quarters.
Creative Financial Designs's EVgo position peaked at $176K in Q3 2021.
184 funds tracked by Wall St. Rank held EVgo as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.