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JFS Wealth Advisors’s ChargePoint CHPT Stock Holding History

JFS Wealth 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
-6
Closed -$1.15K – 1984
2023
Q1 		$1.15K Hold
6
– – ﹤0.01% 1538
2022
Q4 		$1.05K Hold
6
– – ﹤0.01% 1582
2022
Q3 		$2K Hold
6
– – ﹤0.01% 1289
2022
Q2 		$2K Hold
6
– – ﹤0.01% 1290
2022
Q1 		$2K Buy
+6
New +$1.85K ﹤0.01% 1386

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 $3.37T AUM 44.26% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM

JFS Wealth Advisors's CHPT Position: Q2 2023 in Review

JFS Wealth Advisors sold out of ChargePoint (CHPT) in Q2 2023, closing a stake of 6 shares — an estimated $1.15K sold.

JFS Wealth Advisors first reported a position in CHPT in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 394 funds tracked by Wall St. Rank hold CHPT as of Q2 2023.

  • JFS Wealth Advisors reported no remaining ChargePoint position as of Q2 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 6 ChargePoint shares in Q2 2023, an estimated $1.15K.
  • JFS Wealth Advisors first reported a position in ChargePoint in Q1 2022 and held it in 5 quarters.
  • JFS Wealth Advisors's ChargePoint position peaked at $2K in Q3 2022.
  • 394 funds tracked by Wall St. Rank held ChargePoint as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.