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Selective Wealth Management’s ChargePoint CHPT Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-25
Closed -$17K – 591
2021
Q2 		$17K Buy
+25
New +$13.2K 0.01% 292

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Selective Wealth Management's CHPT Position: Q3 2021 in Review

Selective Wealth Management sold out of ChargePoint (CHPT) in Q3 2021, closing a stake of 25 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in CHPT in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 263 funds tracked by Wall St. Rank hold CHPT as of Q3 2021.

  • Selective Wealth Management reported no remaining ChargePoint position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 25 ChargePoint shares in Q3 2021, an estimated $17K.
  • Selective Wealth Management first reported a position in ChargePoint in Q2 2021 and held it in 1 quarter.
  • Selective Wealth Management's ChargePoint position peaked at $17K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held ChargePoint as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.