LPL Financial
CRGE

LPL Financial’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-144,000
Closed -$16.4K – 5070
2023
Q4 		$16.4K Hold
144,000
– – ﹤0.01% 4743
2023
Q3 		$71.6K Buy
144,000
+44,000
+44% +$33.1K ﹤0.01% 4468
2023
Q2 		$98K Buy
100,000
+44,500
+80% +$45.2K ﹤0.01% 4323
2023
Q1 		$61K Buy
+55,500
New +$69.9K ﹤0.01% 4282

Other funds holding CRGE

AI
Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
WWS
Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

LPL Financial's CRGE Position: Q1 2024 in Review

LPL Financial sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 144,000 shares — an estimated $16.4K sold.

LPL Financial first reported a position in CRGE in Q1 2023 and held it in 4 quarters. The position peaked at $98K in Q2 2023. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

  • LPL Financial reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 144,000 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $16.4K.
  • LPL Financial first reported a position in Charge Enterprises, Inc. Common Stock in Q1 2023 and held it in 4 quarters.
  • LPL Financial's Charge Enterprises, Inc. Common Stock position peaked at $98K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.