FA
CHPT icon

Fiduciary Alliance’s ChargePoint CHPT Stock Holding History

Fiduciary Alliance’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
-1
Closed -$193 – 291
2023
Q2 		$193 Buy
+1
New +$175 ﹤0.01% 970
2023
Q1 		– Sell
-1
Closed -$210 – 264
2022
Q4 		$210 Buy
+1
New +$243 ﹤0.01% 904

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

Fiduciary Alliance's CHPT Position: Q3 2023 in Review

Fiduciary Alliance sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 1 share — an estimated $193 sold.

Fiduciary Alliance first reported a position in CHPT in Q4 2022 and held it in 2 quarters. The position peaked at $210 in Q4 2022. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

  • Fiduciary Alliance reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1 ChargePoint share in Q3 2023, an estimated $193.
  • Fiduciary Alliance first reported a position in ChargePoint in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's ChargePoint position peaked at $210 in Q4 2022.
  • 379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.