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Integrated Wealth Concepts’s EVgo EVGO Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-10,384
Closed -$81K – 1573
2023
Q1 		$81K Buy
+10,384
New +$61.1K ﹤0.01% 1286
2022
Q3 		– Sell
-10,214
Closed -$61K – 968
2022
Q2 		$61K Buy
+10,214
New +$97.2K ﹤0.01% 954
2022
Q1 		– Sell
-14,339
Closed -$143K – 979
2021
Q4 		$143K Buy
+14,339
New +$157K ﹤0.01% 953

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Integrated Wealth Concepts's EVGO Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of EVgo (EVGO) in Q2 2023, closing a stake of 10,384 shares — an estimated $81K sold.

Integrated Wealth Concepts first reported a position in EVGO in Q4 2021 and held it in 3 quarters. The position peaked at $143K in Q4 2021. 187 funds tracked by Wall St. Rank hold EVGO as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining EVgo position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,384 EVgo shares in Q2 2023, an estimated $81K.
  • Integrated Wealth Concepts first reported a position in EVgo in Q4 2021 and held it in 3 quarters.
  • Integrated Wealth Concepts's EVgo position peaked at $143K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held EVgo as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.