Bellevue Asset Management’s ChargePoint CHPT Stock Holding History

Bellevue Asset Management’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8	Closed	-$1.68K	–	482
2023 Q1	$1.68K	Hold	8	–	–	﹤0.01%	433
2022 Q4	$1.49K	Hold	8	–	–	﹤0.01%	437
2022 Q3	$2K	Buy	8 +3	+60%	+$910	﹤0.01%	393
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	470
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	446
2021 Q4	$2K	Buy	+5	New	+$2.22K	﹤0.01%	484

Other funds holding CHPT

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

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BEVI

Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCP

Rho Capital Partners New York $20.4M AUM

Bellevue Asset Management's CHPT Position: Q2 2023 in Review

Bellevue Asset Management sold out of ChargePoint (CHPT) in Q2 2023, closing a stake of 8 shares — an estimated $1.68K sold.

Bellevue Asset Management first reported a position in CHPT in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 394 funds tracked by Wall St. Rank hold CHPT as of Q2 2023.

Bellevue Asset Management reported no remaining ChargePoint position as of Q2 2023 after selling out during the quarter.
Bellevue Asset Management sold 8 ChargePoint shares in Q2 2023, an estimated $1.68K.
Bellevue Asset Management first reported a position in ChargePoint in Q4 2021 and held it in 6 quarters.
Bellevue Asset Management's ChargePoint position peaked at $2K in Q3 2022.
394 funds tracked by Wall St. Rank held ChargePoint as of Q2 2023.

Based on Bellevue Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.