SIS
CHGA

Sound Income Strategies’s Change Agents Corp CHGA Stock Holding History

Sound Income Strategies’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
2024
Q4 		– Hold
0
– -$2 – 1482
2024
Q3 		– Hold
0
– – – 1399
2024
Q2 		– Hold
0
– – – 1366
2024
Q1 		– Hold
0
– – – 1345
2023
Q4 		– Hold
0
– – – 1312
2023
Q3 		– Hold
0
– – – 1141
2023
Q2 		– Hold
0
– – – 1104
2023
Q1 		– Hold
0
– – – 1052
2022
Q4 		– Hold
0
– – – 972
2022
Q3 		– Hold
0
– – – 875
2022
Q2 		– Hold
0
– – – 880
2022
Q1 		– Hold
0
– – – 866
2021
Q4 		– Hold
0
– – – 840
2021
Q3 		– Hold
0
– – – 823
2021
Q2 		– Hold
0
– – – 880

Other funds holding CHGA

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return