EWA
GOEV

EP Wealth Advisors’s Canoo Inc. Class A Common Stock GOEV Stock Holding History

EP Wealth Advisors’s Portfolio GOEV Stock Details GOEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed -$98.3K – 1343
2024
Q3 		$98.3K Sell
5,000
-1,087
-18% -$36.5K ﹤0.01% 1145
2024
Q2 		$259K Buy
6,087
+2,607
+75% +$128K ﹤0.01% 694
2024
Q1 		$249K Buy
3,480
+1,306
+60% +$90.9K ﹤0.01% 679
2023
Q4 		$257K Buy
2,174
+1,585
+269% +$215K ﹤0.01% 667
2023
Q3 		$133K Buy
+589
New +$148K ﹤0.01% 709
2022
Q4 		– Sell
-24
Closed -$21K – 645
2022
Q3 		$21K Buy
+24
New +$35K ﹤0.01% 338

Other funds holding GOEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
ICM
Infini Capital Management Central, Hong Kong $12.4M AUM 53.5% 1-Year Est. Return

EP Wealth Advisors's GOEV Position: Q4 2024 in Review

EP Wealth Advisors sold out of Canoo Inc. Class A Common Stock (GOEV) in Q4 2024, closing a stake of 5,000 shares — an estimated $98.3K sold.

EP Wealth Advisors first reported a position in GOEV in Q3 2022 and held it in 6 quarters. The position peaked at $259K in Q2 2024. 66 funds tracked by Wall St. Rank hold GOEV as of Q4 2024.

  • EP Wealth Advisors reported no remaining Canoo Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 5,000 Canoo Inc. Class A Common Stock shares in Q4 2024, an estimated $98.3K.
  • EP Wealth Advisors first reported a position in Canoo Inc. Class A Common Stock in Q3 2022 and held it in 6 quarters.
  • EP Wealth Advisors's Canoo Inc. Class A Common Stock position peaked at $259K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Canoo Inc. Class A Common Stock as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.