SOA Wealth Advisors’s EVgo EVGO Stock Holding History

SOA Wealth Advisors’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 Q2	–	Sell	-33	Closed	-$257	–	954
2023 Q1	$257	Hold	33	–	–	﹤0.01%	887
2022 Q4	$148	Hold	33	–	–	﹤0.01%	918
2022 Q3	$0	Hold	33	–	–	﹤0.01%	865
2022 Q2	$0	Hold	33	–	–	﹤0.01%	867
2022 Q1	$0	Hold	33	–	–	﹤0.01%	925
2021 Q4	$0	Hold	33	–	–	﹤0.01%	901
2021 Q3	$0	Buy	+33	New	+$333	﹤0.01%	915

Other funds holding EVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SOA Wealth Advisors's EVGO Position: Q2 2023 in Review

SOA Wealth Advisors sold out of EVgo (EVGO) in Q2 2023, closing a stake of 33 shares — an estimated $257 sold.

SOA Wealth Advisors first reported a position in EVGO in Q3 2021 and held it in 7 quarters. The position peaked at $257 in Q1 2023. 187 funds tracked by Wall St. Rank hold EVGO as of Q2 2023.

SOA Wealth Advisors reported no remaining EVgo position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 33 EVgo shares in Q2 2023, an estimated $257.
SOA Wealth Advisors first reported a position in EVgo in Q3 2021 and held it in 7 quarters.
SOA Wealth Advisors's EVgo position peaked at $257 in Q1 2023.
187 funds tracked by Wall St. Rank held EVgo as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.