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BerganKDV Wealth Management’s ChargePoint CHPT Stock Holding History

BerganKDV Wealth 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
2022
Q1 		– Sell
-1
Closed – – 1005
2021
Q4 		$0 Sell
1
-1
-50% -$443 ﹤0.01% 1060
2021
Q3 		$1K Buy
+2
New +$931 ﹤0.01% 946

Other funds holding CHPT

LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCMP
Linse Capital Management PR San Juan, Puerto Rico $2.31M AUM
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BerganKDV Wealth Management's CHPT Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of ChargePoint (CHPT) in Q1 2022, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in CHPT in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 348 funds tracked by Wall St. Rank hold CHPT as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining ChargePoint position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1 ChargePoint share in Q1 2022.
  • BerganKDV Wealth Management first reported a position in ChargePoint in Q3 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's ChargePoint position peaked at $1K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held ChargePoint as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.