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Shepherd Financial Partners’s ChargePoint CHPT Stock Holding History

Shepherd Financial Partners’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
Q1 		– Sell
-736
Closed -$278K – 162
2021
Q4 		$278K Buy
+736
New +$326K 0.05% 137

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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

Shepherd Financial Partners's CHPT Position: Q1 2022 in Review

Shepherd Financial Partners sold out of ChargePoint (CHPT) in Q1 2022, closing a stake of 736 shares — an estimated $278K sold.

Shepherd Financial Partners first reported a position in CHPT in Q4 2021 and held it in 1 quarter. The position peaked at $278K in Q4 2021. 348 funds tracked by Wall St. Rank hold CHPT as of Q1 2022.

  • Shepherd Financial Partners reported no remaining ChargePoint position as of Q1 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 736 ChargePoint shares in Q1 2022, an estimated $278K.
  • Shepherd Financial Partners first reported a position in ChargePoint in Q4 2021 and held it in 1 quarter.
  • Shepherd Financial Partners's ChargePoint position peaked at $278K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held ChargePoint as of Q1 2022.

Based on Shepherd Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.