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Meridian Wealth Management’s EVgo EVGO Stock Holding History

Meridian 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
2023
Q4 		– Sell
-15,363
Closed -$51.9K – 598
2023
Q3 		$51.9K Buy
15,363
+3,700
+32% +$15.2K ﹤0.01% 532
2023
Q2 		$46.7K Buy
+11,663
New +$59.5K ﹤0.01% 540

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Meridian Wealth Management's EVGO Position: Q4 2023 in Review

Meridian Wealth Management sold out of EVgo (EVGO) in Q4 2023, closing a stake of 15,363 shares — an estimated $51.9K sold.

Meridian Wealth Management first reported a position in EVGO in Q2 2023 and held it in 2 quarters. The position peaked at $51.9K in Q3 2023. 184 funds tracked by Wall St. Rank hold EVGO as of Q4 2023.

  • Meridian Wealth Management reported no remaining EVgo position as of Q4 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 15,363 EVgo shares in Q4 2023, an estimated $51.9K.
  • Meridian Wealth Management first reported a position in EVgo in Q2 2023 and held it in 2 quarters.
  • Meridian Wealth Management's EVgo position peaked at $51.9K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.