Simplicity Solutions’s ChargePoint CHPT Stock Holding History

Simplicity Solutions’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
2023 Q4	$44.9K	Hold	960	–	–	﹤0.01%	1050
2023 Q3	$95.5K	Hold	960	–	–	﹤0.01%	944
2023 Q2	$169K	Sell	960 -1,387	-59%	-$243K	﹤0.01%	978
2023 Q1	$491K	Buy	2,347 +1,387	+144%	+$302K	0.01%	698
2022 Q4	$183K	Hold	960	–	–	0.02%	631
2022 Q3	$284K	Hold	960	–	–	0.04%	476
2022 Q2	$263K	Buy	+960	New	+$266K	0.03%	474

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's CHPT Position: Q4 2023 in Review

Simplicity Solutions held its ChargePoint (CHPT) position steady in Q4 2023 at 960 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Simplicity Solutions first reported a position in CHPT in Q2 2022 and has held it in 7 quarters since. The position peaked at $491K in Q1 2023. 382 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

Simplicity Solutions held 960 shares of ChargePoint worth $44.9K as of Q4 2023.
Simplicity Solutions left its ChargePoint share count unchanged in Q4 2023.
ChargePoint made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1050 holding.
Simplicity Solutions first reported a position in ChargePoint in Q2 2022 and has held it in 7 quarters since.
Simplicity Solutions's ChargePoint position peaked at $491K in Q1 2023.
382 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.