Lido Advisors’s ChargePoint CHPT Stock Holding History

Lido Advisors’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 Q3	–	Sell	-591	Closed	-$104K	–	1235
2023 Q2	$104K	Buy	+591	New	+$104K	﹤0.01%	1159

Other funds holding CHPT

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's CHPT Position: Q3 2023 in Review

Lido Advisors sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 591 shares — an estimated $104K sold.

Lido Advisors first reported a position in CHPT in Q2 2023 and held it in 1 quarter. The position peaked at $104K in Q2 2023. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

Lido Advisors reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 591 ChargePoint shares in Q3 2023, an estimated $104K.
Lido Advisors first reported a position in ChargePoint in Q2 2023 and held it in 1 quarter.
Lido Advisors's ChargePoint position peaked at $104K in Q2 2023.
379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.