GM Advisory Group’s Change Agents Corp CHGA Stock Holding History

GM Advisory Group’s Portfolio CHGA Stock Details CHGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-33	Closed	-$82K	–	192
2021 Q4	$82K	Buy	+33	New	+$95.1K	0.01%	197

Other funds holding CHGA

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GM Advisory Group's CHGA Position: Q1 2022 in Review

GM Advisory Group sold out of Change Agents Corp (CHGA) in Q1 2022, closing a stake of 33 shares — an estimated $82K sold.

GM Advisory Group first reported a position in CHGA in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 11 funds tracked by Wall St. Rank hold CHGA as of Q1 2022.

GM Advisory Group reported no remaining Change Agents Corp position as of Q1 2022 after selling out during the quarter.
GM Advisory Group sold 33 Change Agents Corp shares in Q1 2022, an estimated $82K.
GM Advisory Group first reported a position in Change Agents Corp in Q4 2021 and held it in 1 quarter.
GM Advisory Group's Change Agents Corp position peaked at $82K in Q4 2021.
11 funds tracked by Wall St. Rank held Change Agents Corp as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.