HFS
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HBC Financial Services’s ChargePoint CHPT Stock Holding History

HBC Financial Services’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
-106
Closed -$19K – 174
2023
Q1 		$19K Sell
106
-35
-25% -$7.62K 0.01% 116
2022
Q4 		$25K Hold
141
– – 0.02% 82
2022
Q3 		$41K Sell
141
-50
-26% -$15.2K 0.03% 65
2022
Q2 		$51K Hold
191
– – 0.04% 56
2022
Q1 		$53K Buy
+191
New +$58.9K 0.04% 57

Other funds holding CHPT

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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 $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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 $97.9B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM