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Independent Financial Group’s EVgo EVGO Stock Holding History

Independent Financial 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
2022
Q4 		– Sell
-10,096
Closed -$79.9K – 787
2022
Q3 		$79.9K Sell
10,096
-1,080
-10% -$9.41K 0.01% 719
2022
Q2 		$67.2K Hold
11,176
– – 0.01% 693
2022
Q1 		$144K Buy
+11,176
New +$112K 0.01% 744

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Independent Financial Group's EVGO Position: Q4 2022 in Review

Independent Financial Group sold out of EVgo (EVGO) in Q4 2022, closing a stake of 10,096 shares — an estimated $79.9K sold.

Independent Financial Group first reported a position in EVGO in Q1 2022 and held it in 3 quarters. The position peaked at $144K in Q1 2022. 200 funds tracked by Wall St. Rank hold EVGO as of Q4 2022.

  • Independent Financial Group reported no remaining EVgo position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 10,096 EVgo shares in Q4 2022, an estimated $79.9K.
  • Independent Financial Group first reported a position in EVgo in Q1 2022 and held it in 3 quarters.
  • Independent Financial Group's EVgo position peaked at $144K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held EVgo as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.