SIS
CHGA

Sound Income Strategies’s Change Agents Corporation Common Stock 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 		– Sell
-1
Closed -$2 – 1482
2024
Q3 		$2 Hold
1
– – ﹤0.01% 1399
2024
Q2 		$5 Hold
1
– – ﹤0.01% 1366
2024
Q1 		$3 Hold
1
– – ﹤0.01% 1345
2023
Q4 		$5 Hold
1
– – ﹤0.01% 1312
2023
Q3 		$8 Hold
1
– – ﹤0.01% 1141
2023
Q2 		$15 Hold
1
– – ﹤0.01% 1104
2023
Q1 		$20 Hold
1
– – ﹤0.01% 1052
2022
Q4 		$52 Hold
1
– – ﹤0.01% 972
2022
Q3 		$0 Hold
1
– – ﹤0.01% 875
2022
Q2 		$0 Hold
1
– – ﹤0.01% 880
2022
Q1 		$0 Hold
1
– – ﹤0.01% 866
2021
Q4 		$0 Hold
1
– – ﹤0.01% 840
2021
Q3 		$0 Hold
1
– – ﹤0.01% 823
2021
Q2 		$0 Buy
+1
New +$159 ﹤0.01% 880

Other funds holding CHGA

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sound Income Strategies's CHGA Position: Q4 2024 in Review

Sound Income Strategies sold out of Change Agents Corporation Common Stock (CHGA) in Q4 2024, closing a stake of 1 share — an estimated $2 sold.

Sound Income Strategies first reported a position in CHGA in Q2 2021 and held it in 14 quarters. The position peaked at $52 in Q4 2022. 8 funds tracked by Wall St. Rank hold CHGA as of Q4 2024.

  • Sound Income Strategies reported no remaining Change Agents Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1 Change Agents Corporation Common Stock share in Q4 2024, an estimated $2.
  • Sound Income Strategies first reported a position in Change Agents Corporation Common Stock in Q2 2021 and held it in 14 quarters.
  • Sound Income Strategies's Change Agents Corporation Common Stock position peaked at $52 in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Change Agents Corporation Common Stock as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.