Fortitude Advisory Group’s ChargePoint CHPT Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-102	Closed	-$40K	–	395
2022 Q1	$40K	Buy	102 +6	+6%	+$1.85K	0.02%	607
2021 Q4	$37K	Buy	+96	New	+$42.5K	0.02%	639

Other funds holding CHPT

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BEVI

Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

LCMP

Linse Capital Management PR San Juan, Puerto Rico $2.31M AUM

SIMS

SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

RCP

Rho Capital Partners New York $20.4M AUM

Fortitude Advisory Group's CHPT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ChargePoint (CHPT) in Q2 2022, closing a stake of 102 shares — an estimated $40K sold.

Fortitude Advisory Group first reported a position in CHPT in Q4 2021 and held it in 2 quarters. The position peaked at $40K in Q1 2022. 364 funds tracked by Wall St. Rank hold CHPT as of Q2 2022.

Fortitude Advisory Group reported no remaining ChargePoint position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 102 ChargePoint shares in Q2 2022, an estimated $40K.
Fortitude Advisory Group first reported a position in ChargePoint in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ChargePoint position peaked at $40K in Q1 2022.
364 funds tracked by Wall St. Rank held ChargePoint as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.