RMR Wealth Builders’s ChargePoint CHPT Stock Holding History

RMR Wealth Builders’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 Q1	–	Sell	-12	Closed	-$10K	–	789
2020 Q4	$10K	Buy	+12	New	+$6.03K	﹤0.01%	412

Other funds holding CHPT

RCP

Rho Capital Partners New York $20.4M AUM

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

GFWEX

G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RMR Wealth Builders's CHPT Position: Q1 2021 in Review

RMR Wealth Builders sold out of ChargePoint (CHPT) in Q1 2021, closing a stake of 12 shares — an estimated $10K sold.

RMR Wealth Builders first reported a position in CHPT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 151 funds tracked by Wall St. Rank hold CHPT as of Q1 2021.

RMR Wealth Builders reported no remaining ChargePoint position as of Q1 2021 after selling out during the quarter.
RMR Wealth Builders sold 12 ChargePoint shares in Q1 2021, an estimated $10K.
RMR Wealth Builders first reported a position in ChargePoint in Q4 2020 and held it in 1 quarter.
RMR Wealth Builders's ChargePoint position peaked at $10K in Q4 2020.
151 funds tracked by Wall St. Rank held ChargePoint as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.