Polaris Wealth Advisory Group’s ChargePoint CHPT Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$65.4K	Buy	+658	New	+$95.4K	0.01%	169
2023 Q2	–	Sell	-658	Closed	-$138K	–	152
2023 Q1	$138K	Hold	658	–	–	0.01%	171
2022 Q4	$143K	Hold	658	–	–	0.01%	171
2022 Q3	$181K	Hold	658	–	–	0.02%	155
2022 Q2	$180K	Hold	658	–	–	0.01%	131
2022 Q1	$234K	Hold	658	–	–	0.02%	143
2021 Q4	$251K	Buy	+658	New	+$292K	0.01%	158

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BEVI

Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's CHPT Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in ChargePoint (CHPT) in Q3 2023: 658 shares worth $65.4K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in CHPT as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in CHPT in Q4 2021 and has held it in 7 quarters since. The position peaked at $251K in Q4 2021. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

Polaris Wealth Advisory Group held 658 shares of ChargePoint worth $65.4K as of Q3 2023.
ChargePoint was a new Polaris Wealth Advisory Group position in Q3 2023.
ChargePoint made up 0.01% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #169 holding.
Polaris Wealth Advisory Group first reported a position in ChargePoint in Q4 2021 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's ChargePoint position peaked at $251K in Q4 2021.
379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.