Phoenix Wealth Advisors’s ChargePoint CHPT Stock Holding History

Phoenix Wealth Advisors’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	–	Sell	-10	Closed	-$4K	–	160
2021 Q3	$4K	Buy	+10	New	+$4.66K	﹤0.01%	338

Other funds holding CHPT

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

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 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

SIMS

SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Wealth Advisors's CHPT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of ChargePoint (CHPT) in Q4 2021, closing a stake of 10 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in CHPT in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 341 funds tracked by Wall St. Rank hold CHPT as of Q4 2021.

Phoenix Wealth Advisors reported no remaining ChargePoint position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 10 ChargePoint shares in Q4 2021, an estimated $4K.
Phoenix Wealth Advisors first reported a position in ChargePoint in Q3 2021 and held it in 1 quarter.
Phoenix Wealth Advisors's ChargePoint position peaked at $4K in Q3 2021.
341 funds tracked by Wall St. Rank held ChargePoint as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.