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Lake Street Private Wealth’s ChargePoint CHPT Stock Holding History

Lake Street Private Wealth’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
Q4 		– Sell
-654
Closed -$65.1K – 307
2023
Q3 		$65.1K Hold
654
– – 0.01% 273
2023
Q2 		$115K Buy
654
+5
+0.8% +$876 0.02% 275
2023
Q1 		$136K Sell
649
-1
-0.2% -$218 0.03% 271
2022
Q4 		$124K Sell
650
-19
-3% -$4.62K 0.03% 268
2022
Q3 		$197K Buy
669
+23
+4% +$6.98K 0.05% 263
2022
Q2 		$177K Sell
646
-153
-19% -$42.4K 0.04% 282
2022
Q1 		$318K Buy
799
+174
+28% +$53.7K 0.06% 244
2021
Q4 		$238K Buy
+625
New +$277K 0.04% 290

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM