WIM
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Westside Investment Management’s EVgo EVGO Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-1,500
Closed -$5.07K – 875
2023
Q3 		$5.07K Hold
1,500
– – ﹤0.01% 688
2023
Q2 		$6K Hold
1,500
– – ﹤0.01% 668
2023
Q1 		$11.7K Hold
1,500
– – ﹤0.01% 558
2022
Q4 		$6 Hold
1,500
– – ﹤0.01% 672
2022
Q3 		$11 Hold
1,500
– – ﹤0.01% 589
2022
Q2 		$9 Buy
+1,500
New +$14.3K ﹤0.01% 611
2022
Q1 		– Sell
-1,500
Closed -$14 – 784
2021
Q4 		$14 Buy
+1,500
New +$16.4K ﹤0.01% 545

Other funds holding EVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Westside Investment Management's EVGO Position: Q4 2023 in Review

Westside Investment Management sold out of EVgo (EVGO) in Q4 2023, closing a stake of 1,500 shares — an estimated $5.07K sold.

Westside Investment Management first reported a position in EVGO in Q4 2021 and held it in 7 quarters. The position peaked at $11.7K in Q1 2023. 184 funds tracked by Wall St. Rank hold EVGO as of Q4 2023.

  • Westside Investment Management reported no remaining EVgo position as of Q4 2023 after selling out during the quarter.
  • Westside Investment Management sold 1,500 EVgo shares in Q4 2023, an estimated $5.07K.
  • Westside Investment Management first reported a position in EVgo in Q4 2021 and held it in 7 quarters.
  • Westside Investment Management's EVgo position peaked at $11.7K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q4 2023.

Based on Westside Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.