MCC
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Money Concepts Capital’s ChargePoint CHPT Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-970
Closed -$201K – 381
2023
Q1 		$201K Sell
970
-427
-31% -$93K 0.01% 408
2022
Q4 		$266K Buy
1,397
+451
+48% +$110K 0.01% 590
2022
Q3 		$279K Sell
946
-11
-1% -$3.34K 0.02% 376
2022
Q2 		$243K Sell
957
-431
-31% -$119K 0.02% 370
2022
Q1 		$552K Buy
1,388
+579
+72% +$179K 0.03% 411
2021
Q4 		$308K Buy
+809
New +$358K 0.03% 404

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM