NFG
CHPT icon

Next Financial Group’s ChargePoint CHPT Stock Holding History

Next Financial Group’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
2021
Q4 		$25K Sell
67
-14
-17% -$6.2K ﹤0.01% 1780
2021
Q3 		$32K Buy
81
+54
+200% +$25.1K ﹤0.01% 1605
2021
Q2 		$19K Buy
27
+9
+50% +$4.76K ﹤0.01% 1760
2021
Q1 		$9K Buy
+18
New +$12.2K ﹤0.01% 1903

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
LCMP
Linse Capital Management PR San Juan, Puerto Rico $2.31M AUM
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 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
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return
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

Next Financial Group's CHPT Position: Q4 2021 in Review

Next Financial Group reduced its ChargePoint (CHPT) stake by 17% in Q4 2021, selling an estimated $6.2K and leaving 67 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Next Financial Group first reported a position in CHPT in Q1 2021 and has held it in 4 quarters since. The position peaked at $32K in Q3 2021. 342 funds tracked by Wall St. Rank hold CHPT as of Q4 2021.

  • Next Financial Group held 67 shares of ChargePoint worth $25K as of Q4 2021.
  • Next Financial Group sold 14 ChargePoint shares in Q4 2021, an estimated $6.2K.
  • ChargePoint made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1780 holding.
  • Next Financial Group first reported a position in ChargePoint in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's ChargePoint position peaked at $32K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held ChargePoint as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.