PS
CHGA

Planned Solutions’s Change Agents Corporation Common Stock CHGA Stock Holding History

Planned Solutions’s Portfolio CHGA Stock Details CHGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13
Closed -$2K – 71
2020
Q4 		$2K Buy
+13
New +$2.31K ﹤0.01% 429

Other funds holding CHGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's CHGA Position: Q1 2021 in Review

Planned Solutions sold out of Change Agents Corporation Common Stock (CHGA) in Q1 2021, closing a stake of 13 shares — an estimated $2K sold.

Planned Solutions first reported a position in CHGA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 30 funds tracked by Wall St. Rank hold CHGA as of Q1 2021.

  • Planned Solutions reported no remaining Change Agents Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 13 Change Agents Corporation Common Stock shares in Q1 2021, an estimated $2K.
  • Planned Solutions first reported a position in Change Agents Corporation Common Stock in Q4 2020 and held it in 1 quarter.
  • Planned Solutions's Change Agents Corporation Common Stock position peaked at $2K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held Change Agents Corporation Common Stock as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.