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Patriot Financial Group Insurance Agency’s EVgo EVGO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-300
Closed -$2K – 879
2022
Q2 		$2K Hold
300
– – ﹤0.01% 1744
2022
Q1 		$4K Hold
300
– – ﹤0.01% 1681
2021
Q4 		$3K Hold
300
– – ﹤0.01% 1854
2021
Q3 		$2K Hold
300
– – ﹤0.01% 1931
2021
Q2 		$5K Buy
+300
New +$3.83K ﹤0.01% 1646

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BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EVGO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of EVgo (EVGO) in Q3 2022, closing a stake of 300 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EVGO in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 184 funds tracked by Wall St. Rank hold EVGO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining EVgo position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 300 EVgo shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in EVgo in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's EVgo position peaked at $5K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.