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Laurel Wealth Advisors (North Carolina)’s ChargePoint CHPT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-5
Closed -$1K – 550
2022
Q2 		$1K Hold
5
– – ﹤0.01% 580
2022
Q1 		$2K Hold
5
– – ﹤0.01% 574
2021
Q4 		$2K Hold
5
– – ﹤0.01% 575
2021
Q3 		$2K Hold
5
– – ﹤0.01% 584
2021
Q2 		$3K Hold
5
– – ﹤0.01% 603
2021
Q1 		$3K Buy
+5
New +$3.38K ﹤0.01% 553

Other funds holding CHPT

LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CHPT Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of ChargePoint (CHPT) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CHPT in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 370 funds tracked by Wall St. Rank hold CHPT as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining ChargePoint position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 5 ChargePoint shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in ChargePoint in Q1 2021 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s ChargePoint position peaked at $3K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held ChargePoint as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.