Joule Financial’s ChargePoint CHPT Stock Holding History

Joule Financial’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	-1,802	Closed	-$377K	–	101
2023 Q1	$377K	Buy	1,802 +855	+90%	+$186K	0.2%	59
2022 Q4	$180K	Sell	947 -354	-27%	-$86K	0.12%	95
2022 Q3	$384K	Buy	+1,301	New	+$395K	0.29%	54

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCP

Rho Capital Partners New York $20.4M AUM

Joule Financial's CHPT Position: Q2 2023 in Review

Joule Financial sold out of ChargePoint (CHPT) in Q2 2023, closing a stake of 1,802 shares — an estimated $377K sold.

Joule Financial first reported a position in CHPT in Q3 2022 and held it in 3 quarters. The position peaked at $384K in Q3 2022. 394 funds tracked by Wall St. Rank hold CHPT as of Q2 2023.

Joule Financial reported no remaining ChargePoint position as of Q2 2023 after selling out during the quarter.
Joule Financial sold 1,802 ChargePoint shares in Q2 2023, an estimated $377K.
Joule Financial first reported a position in ChargePoint in Q3 2022 and held it in 3 quarters.
Joule Financial's ChargePoint position peaked at $384K in Q3 2022.
394 funds tracked by Wall St. Rank held ChargePoint as of Q2 2023.

Based on Joule Financial's 13F filing for Q2 2023, filed 14 Jul 2023.