IGWM
CRGE

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

ICA Group 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
2023
Q3 		– Sell
-1,000
Closed -$980 – 1311
2023
Q2 		$980 Buy
+1,000
New +$1.02K ﹤0.01% 1199

Other funds holding CRGE

AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICA Group Wealth Management's CRGE Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q3 2023, closing a stake of 1,000 shares — an estimated $980 sold.

ICA Group Wealth Management first reported a position in CRGE in Q2 2023 and held it in 1 quarter. The position peaked at $980 in Q2 2023. 69 funds tracked by Wall St. Rank hold CRGE as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Charge Enterprises, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,000 Charge Enterprises, Inc. Common Stock shares in Q3 2023, an estimated $980.
  • ICA Group Wealth Management first reported a position in Charge Enterprises, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • ICA Group Wealth Management's Charge Enterprises, Inc. Common Stock position peaked at $980 in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.