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Institutional & Family Asset Management’s ChargePoint CHPT Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-25
Closed -$17K – 913
2021
Q2 		$17K Hold
25
– – ﹤0.01% 501
2021
Q1 		$13K Buy
+25
New +$16.9K ﹤0.01% 533

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's CHPT Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of ChargePoint (CHPT) in Q3 2021, closing a stake of 25 shares — an estimated $17K sold.

Institutional & Family Asset Management first reported a position in CHPT in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 263 funds tracked by Wall St. Rank hold CHPT as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining ChargePoint position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 25 ChargePoint shares in Q3 2021, an estimated $17K.
  • Institutional & Family Asset Management first reported a position in ChargePoint in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's ChargePoint position peaked at $17K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held ChargePoint as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.