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Clearview Wealth Advisors’s ChargePoint CHPT Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-5
Closed -$941 – 200
2023
Q2 		$941 Sell
5
-15
-75% -$2.63K ﹤0.01% 611
2023
Q1 		$4.16K Buy
20
+1
+5% +$218 ﹤0.01% 447
2022
Q4 		$3.69K Hold
19
– – ﹤0.01% 425
2022
Q3 		$6K Hold
19
– – ﹤0.01% 389
2022
Q2 		$5K Hold
19
– – ﹤0.01% 425
2022
Q1 		$8K Sell
19
-16
-46% -$4.93K 0.01% 407
2021
Q4 		$13K Buy
35
+14
+67% +$6.2K 0.01% 376
2021
Q3 		$8K Buy
21
+5
+31% +$2.33K 0.01% 446
2021
Q2 		$11K Buy
+16
New +$8.47K 0.01% 401

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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

Clearview Wealth Advisors's CHPT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 5 shares — an estimated $941 sold.

Clearview Wealth Advisors first reported a position in CHPT in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 5 ChargePoint shares in Q3 2023, an estimated $941.
  • Clearview Wealth Advisors first reported a position in ChargePoint in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's ChargePoint position peaked at $13K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.