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Dynamic Advisor Solutions’s ChargePoint CHPT Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-717
Closed -$212K – 727
2022
Q3 		$212K Buy
717
+28
+4% +$8.5K 0.02% 617
2022
Q2 		$189K Buy
689
+94
+16% +$26K 0.01% 655
2022
Q1 		$236K Buy
+595
New +$184K 0.02% 630

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
LCMP
Linse Capital Management PR San Juan, Puerto Rico $2.31M AUM
RCP
Rho Capital Partners New York $20.4M AUM
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

Dynamic Advisor Solutions's CHPT Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of ChargePoint (CHPT) in Q4 2022, closing a stake of 717 shares — an estimated $212K sold.

Dynamic Advisor Solutions first reported a position in CHPT in Q1 2022 and held it in 3 quarters. The position peaked at $236K in Q1 2022. 409 funds tracked by Wall St. Rank hold CHPT as of Q4 2022.

  • Dynamic Advisor Solutions reported no remaining ChargePoint position as of Q4 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 717 ChargePoint shares in Q4 2022, an estimated $212K.
  • Dynamic Advisor Solutions first reported a position in ChargePoint in Q1 2022 and held it in 3 quarters.
  • Dynamic Advisor Solutions's ChargePoint position peaked at $236K in Q1 2022.
  • 409 funds tracked by Wall St. Rank held ChargePoint as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.