Curi Wealth Management’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Curi Wealth Management’s Portfolio CRGE Stock Details CRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,000	Closed	-$1.48K	–	160
2023 Q4	$1.48K	Hold	13,000	–	–	﹤0.01%	160
2023 Q3	$6.46K	Hold	13,000	–	–	﹤0.01%	152
2023 Q2	$12.7K	Hold	13,000	–	–	﹤0.01%	172
2023 Q1	$14.3K	Sell	13,000 -2,750	-17%	-$3.46K	﹤0.01%	166
2022 Q4	$19.5K	Hold	15,750	–	–	﹤0.01%	187
2022 Q3	$28K	Buy	+15,750	New	+$44.9K	﹤0.01%	183

Other funds holding CRGE

Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

WWS

Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

Curi Wealth Management's CRGE Position: Q1 2024 in Review

Curi Wealth Management sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 13,000 shares — an estimated $1.48K sold.

Curi Wealth Management first reported a position in CRGE in Q3 2022 and held it in 6 quarters. The position peaked at $28K in Q3 2022. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

Curi Wealth Management reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 13,000 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $1.48K.
Curi Wealth Management first reported a position in Charge Enterprises, Inc. Common Stock in Q3 2022 and held it in 6 quarters.
Curi Wealth Management's Charge Enterprises, Inc. Common Stock position peaked at $28K in Q3 2022.
9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.