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High Net Worth Advisory Group’s EVgo EVGO Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-4,800
Closed -$21.5K – 306
2022
Q4 		$21.5K Sell
4,800
-4,000
-45% -$25.9K 0.01% 431
2022
Q3 		$70K Hold
8,800
– – 0.03% 278
2022
Q2 		$53K Hold
8,800
– – 0.02% 316
2022
Q1 		$113K Hold
8,800
– – 0.04% 233
2021
Q4 		$87K Buy
+8,800
New +$96.3K 0.03% 277

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

High Net Worth Advisory Group's EVGO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of EVgo (EVGO) in Q1 2023, closing a stake of 4,800 shares — an estimated $21.5K sold.

High Net Worth Advisory Group first reported a position in EVGO in Q4 2021 and held it in 5 quarters. The position peaked at $113K in Q1 2022. 183 funds tracked by Wall St. Rank hold EVGO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining EVgo position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 4,800 EVgo shares in Q1 2023, an estimated $21.5K.
  • High Net Worth Advisory Group first reported a position in EVgo in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's EVgo position peaked at $113K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held EVgo as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.