Prospera Financial Services
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Prospera Financial Services’s ChargePoint CHPT Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-4,218
Closed -$1.25M – 901
2022
Q3 		$1.25M Buy
4,218
+4,002
+1,853% +$1.21M 0.07% 320
2022
Q2 		$59K Sell
216
-40
-16% -$11.1K ﹤0.01% 1003
2022
Q1 		$102K Buy
+256
New +$79K ﹤0.01% 1105

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 $181B AUM 41.77% 1-Year Est. Return
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
LCMP
Linse Capital Management PR San Juan, Puerto Rico $2.31M AUM
RCP
Rho Capital Partners New York $20.4M AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's CHPT Position: Q4 2022 in Review

Prospera Financial Services sold out of ChargePoint (CHPT) in Q4 2022, closing a stake of 4,218 shares — an estimated $1.25M sold.

Prospera Financial Services first reported a position in CHPT in Q1 2022 and held it in 3 quarters. The position peaked at $1.25M in Q3 2022. 409 funds tracked by Wall St. Rank hold CHPT as of Q4 2022.

  • Prospera Financial Services reported no remaining ChargePoint position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 4,218 ChargePoint shares in Q4 2022, an estimated $1.25M.
  • Prospera Financial Services first reported a position in ChargePoint in Q1 2022 and held it in 3 quarters.
  • Prospera Financial Services's ChargePoint position peaked at $1.25M in Q3 2022.
  • 409 funds tracked by Wall St. Rank held ChargePoint as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.