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Prestige Wealth Management Group’s ChargePoint CHPT Stock Holding History

Prestige Wealth Management 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 		– Sell
-585
Closed -$234K – 999
2021
Q3 		$234K Buy
585
+28
+5% +$13K 0.06% 123
2021
Q2 		$387K Buy
557
+66
+13% +$34.9K 0.1% 73
2021
Q1 		$262K Buy
+491
New +$331K 0.07% 102

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 $6.73T AUM 46.02% 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
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prestige Wealth Management Group's CHPT Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of ChargePoint (CHPT) in Q4 2021, closing a stake of 585 shares — an estimated $234K sold.

Prestige Wealth Management Group first reported a position in CHPT in Q1 2021 and held it in 3 quarters. The position peaked at $387K in Q2 2021. 341 funds tracked by Wall St. Rank hold CHPT as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining ChargePoint position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 585 ChargePoint shares in Q4 2021, an estimated $234K.
  • Prestige Wealth Management Group first reported a position in ChargePoint in Q1 2021 and held it in 3 quarters.
  • Prestige Wealth Management Group's ChargePoint position peaked at $387K in Q2 2021.
  • 341 funds tracked by Wall St. Rank held ChargePoint as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.