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HB Wealth Management’s EVgo EVGO Stock Holding History

HB Wealth Management’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
2024
Q3 		– Sell
-17,593
Closed -$43.1K – 990
2024
Q2 		$43.1K Buy
17,593
+1,668
+10% +$3.42K ﹤0.01% 908
2024
Q1 		$40K Hold
15,925
– – ﹤0.01% 839
2023
Q4 		$57K Sell
15,925
-180
-1% -$533 ﹤0.01% 773
2023
Q3 		$54.4K Sell
16,105
-270
-2% -$1.11K ﹤0.01% 747
2023
Q2 		$65.5K Sell
16,375
-90
-0.5% -$459 ﹤0.01% 713
2023
Q1 		$128K Buy
16,465
+70
+0.4% +$412 ﹤0.01% 690
2022
Q4 		$73.3K Buy
+16,395
New +$106K ﹤0.01% 666

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HB Wealth Management's EVGO Position: Q3 2024 in Review

HB Wealth Management sold out of EVgo (EVGO) in Q3 2024, closing a stake of 17,593 shares — an estimated $43.1K sold.

HB Wealth Management first reported a position in EVGO in Q4 2022 and held it in 7 quarters. The position peaked at $128K in Q1 2023. 188 funds tracked by Wall St. Rank hold EVGO as of Q3 2024.

  • HB Wealth Management reported no remaining EVgo position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 17,593 EVgo shares in Q3 2024, an estimated $43.1K.
  • HB Wealth Management first reported a position in EVgo in Q4 2022 and held it in 7 quarters.
  • HB Wealth Management's EVgo position peaked at $128K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held EVgo as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.