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Good Life Advisors’s ChargePoint CHPT Stock Holding History

Good Life 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
Q2 		– Sell
-1,509
Closed -$316K – 416
2023
Q1 		$316K Buy
1,509
+915
+154% +$199K 0.04% 285
2022
Q4 		$113K Sell
594
-46
-7% -$11.2K 0.02% 350
2022
Q3 		$189K Buy
+640
New +$194K 0.03% 317

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM

Good Life Advisors's CHPT Position: Q2 2023 in Review

Good Life Advisors sold out of ChargePoint (CHPT) in Q2 2023, closing a stake of 1,509 shares — an estimated $316K sold.

Good Life Advisors first reported a position in CHPT in Q3 2022 and held it in 3 quarters. The position peaked at $316K in Q1 2023. 394 funds tracked by Wall St. Rank hold CHPT as of Q2 2023.

  • Good Life Advisors reported no remaining ChargePoint position as of Q2 2023 after selling out during the quarter.
  • Good Life Advisors sold 1,509 ChargePoint shares in Q2 2023, an estimated $316K.
  • Good Life Advisors first reported a position in ChargePoint in Q3 2022 and held it in 3 quarters.
  • Good Life Advisors's ChargePoint position peaked at $316K in Q1 2023.
  • 394 funds tracked by Wall St. Rank held ChargePoint as of Q2 2023.

Based on Good Life Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.