KCM Investment Advisors’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
– Sell
-578
Closed -$158K – 385
2022
Q2
$158K Buy
578
+40
+7% +$11.1K 0.01% 380
2022
Q1
$214K Buy
538
+2
+0.4% +$617 0.01% 396
2021
Q4
$204K Buy
+536
New +$238K 0.01% 408

Other funds holding CHPT

KCM Investment Advisors's CHPT Position: Q3 2022 in Review

KCM Investment Advisors sold out of ChargePoint (CHPT) in Q3 2022, closing a stake of 578 shares — an estimated $158K sold.

KCM Investment Advisors first reported a position in CHPT in Q4 2021 and held it in 3 quarters. The position peaked at $214K in Q1 2022. 370 funds tracked by Wall St. Rank hold CHPT as of Q3 2022.

  • KCM Investment Advisors reported no remaining ChargePoint position as of Q3 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 578 ChargePoint shares in Q3 2022, an estimated $158K.
  • KCM Investment Advisors first reported a position in ChargePoint in Q4 2021 and held it in 3 quarters.
  • KCM Investment Advisors's ChargePoint position peaked at $214K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held ChargePoint as of Q3 2022.

Based on KCM Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.