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Carolinas Wealth Consulting’s ChargePoint CHPT Stock Holding History

Carolinas Wealth Consulting’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
2021
Q2 		– Sell
-150
Closed -$80K – 947
2021
Q1 		$80K Buy
+150
New +$101K 0.02% 286

Other funds holding CHPT

RCP
Rho Capital Partners New York $20.4M AUM
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's CHPT Position: Q2 2021 in Review

Carolinas Wealth Consulting sold out of ChargePoint (CHPT) in Q2 2021, closing a stake of 150 shares — an estimated $80K sold.

Carolinas Wealth Consulting first reported a position in CHPT in Q1 2021 and held it in 1 quarter. The position peaked at $80K in Q1 2021. 224 funds tracked by Wall St. Rank hold CHPT as of Q2 2021.

  • Carolinas Wealth Consulting reported no remaining ChargePoint position as of Q2 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 150 ChargePoint shares in Q2 2021, an estimated $80K.
  • Carolinas Wealth Consulting first reported a position in ChargePoint in Q1 2021 and held it in 1 quarter.
  • Carolinas Wealth Consulting's ChargePoint position peaked at $80K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held ChargePoint as of Q2 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2021, filed 17 Aug 2021.