Principal Financial Group
CRGE

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

Principal Financial Group’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
-21,733
Closed -$2.48K – 2525
2023
Q4 		$2.48K Buy
21,733
+6,503
+43% +$1.77K ﹤0.01% 2418
2023
Q3 		$7.57K Hold
15,230
– – ﹤0.01% 2435
2023
Q2 		$14.9K Buy
15,230
+1,443
+10% +$1.47K ﹤0.01% 2414
2023
Q1 		$15.2K Sell
13,787
-1,955
-12% -$2.46K ﹤0.01% 2433
2022
Q4 		$19.5K Sell
15,742
-2,670
-15% -$5.21K ﹤0.01% 2401
2022
Q3 		$32K Buy
18,412
+1,634
+10% +$4.66K ﹤0.01% 2437
2022
Q2 		$80K Buy
+16,778
New +$86.6K ﹤0.01% 2419

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

Principal Financial Group's CRGE Position: Q1 2024 in Review

Principal Financial Group sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 21,733 shares — an estimated $2.48K sold.

Principal Financial Group first reported a position in CRGE in Q2 2022 and held it in 7 quarters. The position peaked at $80K in Q2 2022. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

  • Principal Financial Group reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 21,733 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $2.48K.
  • Principal Financial Group first reported a position in Charge Enterprises, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
  • Principal Financial Group's Charge Enterprises, Inc. Common Stock position peaked at $80K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.