JWA
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JFS Wealth Advisors’s EVgo EVGO Stock Holding History

JFS Wealth Advisors’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
-1,270
Closed -$10K – 1965
2022
Q3 		$10K Hold
1,270
– – ﹤0.01% 720
2022
Q2 		$8K Hold
1,270
– – ﹤0.01% 819
2022
Q1 		$16K Buy
+1,270
New +$12.7K ﹤0.01% 661

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

JFS Wealth Advisors's EVGO Position: Q4 2022 in Review

JFS Wealth Advisors sold out of EVgo (EVGO) in Q4 2022, closing a stake of 1,270 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in EVGO in Q1 2022 and held it in 3 quarters. The position peaked at $16K in Q1 2022. 200 funds tracked by Wall St. Rank hold EVGO as of Q4 2022.

  • JFS Wealth Advisors reported no remaining EVgo position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,270 EVgo shares in Q4 2022, an estimated $10K.
  • JFS Wealth Advisors first reported a position in EVgo in Q1 2022 and held it in 3 quarters.
  • JFS Wealth Advisors's EVgo position peaked at $16K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held EVgo as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.