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Foundations Investment Advisors’s ChargePoint CHPT Stock Holding History

Foundations Investment 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
Q1 		– Sell
-861
Closed -$164K – 518
2022
Q4 		$164K Sell
861
-47
-5% -$11.4K 0.01% 421
2022
Q3 		$268K Buy
908
+275
+43% +$83.5K 0.01% 336
2022
Q2 		$157K Buy
+633
New +$175K 0.01% 378

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foundations Investment Advisors's CHPT Position: Q1 2023 in Review

Foundations Investment Advisors sold out of ChargePoint (CHPT) in Q1 2023, closing a stake of 861 shares — an estimated $164K sold.

Foundations Investment Advisors first reported a position in CHPT in Q2 2022 and held it in 3 quarters. The position peaked at $268K in Q3 2022. 400 funds tracked by Wall St. Rank hold CHPT as of Q1 2023.

  • Foundations Investment Advisors reported no remaining ChargePoint position as of Q1 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 861 ChargePoint shares in Q1 2023, an estimated $164K.
  • Foundations Investment Advisors first reported a position in ChargePoint in Q2 2022 and held it in 3 quarters.
  • Foundations Investment Advisors's ChargePoint position peaked at $268K in Q3 2022.
  • 400 funds tracked by Wall St. Rank held ChargePoint as of Q1 2023.

Based on Foundations Investment Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.