Moisand Fitzgerald Tamayo’s ChargePoint CHPT Stock Holding History

Moisand Fitzgerald Tamayo’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	-5	Closed	-$497	–	684
2023 Q3	$497	Buy	5 +2	+67%	+$290	﹤0.01%	713
2023 Q2	$440	Buy	+3	New	+$526	﹤0.01%	716

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Moisand Fitzgerald Tamayo's CHPT Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 5 shares — an estimated $497 sold.

Moisand Fitzgerald Tamayo first reported a position in CHPT in Q2 2023 and held it in 2 quarters. The position peaked at $497 in Q3 2023. 381 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 5 ChargePoint shares in Q4 2023, an estimated $497.
Moisand Fitzgerald Tamayo first reported a position in ChargePoint in Q2 2023 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's ChargePoint position peaked at $497 in Q3 2023.
381 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.