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Patriot Financial Group Insurance Agency’s ChargePoint CHPT Stock Holding History

Patriot Financial Group Insurance Agency’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
-18
Closed -$5K – 656
2022
Q2 		$5K Hold
18
– – ﹤0.01% 1465
2022
Q1 		$7K Hold
18
– – ﹤0.01% 1481
2021
Q4 		$7K Buy
+18
New +$7.98K ﹤0.01% 1597

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 $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CHPT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ChargePoint (CHPT) in Q3 2022, closing a stake of 18 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in CHPT in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 370 funds tracked by Wall St. Rank hold CHPT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining ChargePoint position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 18 ChargePoint shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in ChargePoint in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's ChargePoint position peaked at $7K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held ChargePoint as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.