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IHT Wealth Management’s EVgo EVGO Stock Holding History

IHT 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
Q2 		– Sell
-11,156
Closed -$28K – 1038
2024
Q1 		$28K Hold
11,156
– – ﹤0.01% 1003
2023
Q4 		$39.9K Sell
11,156
-1,250
-10% -$3.7K ﹤0.01% 961
2023
Q3 		$41.9K Buy
12,406
+400
+3% +$1.65K ﹤0.01% 946
2023
Q2 		$48K Buy
+12,006
New +$61.3K ﹤0.01% 951

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IHT Wealth Management's EVGO Position: Q2 2024 in Review

IHT Wealth Management sold out of EVgo (EVGO) in Q2 2024, closing a stake of 11,156 shares — an estimated $28K sold.

IHT Wealth Management first reported a position in EVGO in Q2 2023 and held it in 4 quarters. The position peaked at $48K in Q2 2023. 177 funds tracked by Wall St. Rank hold EVGO as of Q2 2024.

  • IHT Wealth Management reported no remaining EVgo position as of Q2 2024 after selling out during the quarter.
  • IHT Wealth Management sold 11,156 EVgo shares in Q2 2024, an estimated $28K.
  • IHT Wealth Management first reported a position in EVgo in Q2 2023 and held it in 4 quarters.
  • IHT Wealth Management's EVgo position peaked at $48K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held EVgo as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.