Ironwood Wealth Management (Arizona)’s ChargePoint CHPT Stock Holding History

Ironwood Wealth Management (Arizona)’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 Q4	–	Sell	-39	Closed	-$11K	–	51
2022 Q3	$11K	Hold	39	–	–	﹤0.01%	48
2022 Q2	$11K	Sell	39 -83	-68%	-$23K	﹤0.01%	48
2022 Q1	$48K	Buy	122 +119	+3,967%	+$36.7K	0.02%	42
2021 Q4	$1K	Buy	3 +2	+200%	+$886	﹤0.01%	50
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	50
2021 Q2	$1K	Buy	+1	New	+$529	﹤0.01%	50

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LCMP

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

RCP

Rho Capital Partners New York $20.4M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s CHPT Position: Q4 2022 in Review

Ironwood Wealth Management (Arizona) sold out of ChargePoint (CHPT) in Q4 2022, closing a stake of 39 shares — an estimated $11K sold.

Ironwood Wealth Management (Arizona) first reported a position in CHPT in Q2 2021 and held it in 6 quarters. The position peaked at $48K in Q1 2022. 410 funds tracked by Wall St. Rank hold CHPT as of Q4 2022.

Ironwood Wealth Management (Arizona) reported no remaining ChargePoint position as of Q4 2022 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 39 ChargePoint shares in Q4 2022, an estimated $11K.
Ironwood Wealth Management (Arizona) first reported a position in ChargePoint in Q2 2021 and held it in 6 quarters.
Ironwood Wealth Management (Arizona)'s ChargePoint position peaked at $48K in Q1 2022.
410 funds tracked by Wall St. Rank held ChargePoint as of Q4 2022.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 14 Feb 2023.