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Personal Wealth Partners’s ChargePoint CHPT Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-5
Closed -$3K – 133
2021
Q2 		$3K Buy
+5
New +$2.65K ﹤0.01% 352

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Personal Wealth Partners's CHPT Position: Q3 2021 in Review

Personal Wealth Partners sold out of ChargePoint (CHPT) in Q3 2021, closing a stake of 5 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in CHPT in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 263 funds tracked by Wall St. Rank hold CHPT as of Q3 2021.

  • Personal Wealth Partners reported no remaining ChargePoint position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 5 ChargePoint shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in ChargePoint in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's ChargePoint position peaked at $3K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held ChargePoint as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.