Joseph P. Lucia & Associates’s ChargePoint CHPT Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-151	Closed	-$41K	–	153
2022 Q2	$41K	Buy	151 +138	+1,062%	+$38.2K	0.03%	192
2022 Q1	$5K	Buy	+13	New	+$4.01K	﹤0.01%	357
2021 Q4	–	Sell	-1	Closed	–	–	195
2021 Q3	$0	Buy	+1	New	+$466	﹤0.01%	589

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 $6.73T AUM 46.02% 1-Year Est. Return

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

SIMS

SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return

LCMP

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

RCP

Rho Capital Partners New York $20.4M AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Joseph P. Lucia & Associates's CHPT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of ChargePoint (CHPT) in Q3 2022, closing a stake of 151 shares — an estimated $41K sold.

Joseph P. Lucia & Associates first reported a position in CHPT in Q3 2021 and held it in 3 quarters. The position peaked at $41K in Q2 2022. 370 funds tracked by Wall St. Rank hold CHPT as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining ChargePoint position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 151 ChargePoint shares in Q3 2022, an estimated $41K.
Joseph P. Lucia & Associates first reported a position in ChargePoint in Q3 2021 and held it in 3 quarters.
Joseph P. Lucia & Associates's ChargePoint position peaked at $41K in Q2 2022.
370 funds tracked by Wall St. Rank held ChargePoint as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.