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Sowell Financial Services’s ChargePoint CHPT Stock Holding History

Sowell 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
2021
Q2 		– Sell
-34
Closed -$15K – 899
2021
Q1 		$15K Buy
34
+11
+48% +$7.43K ﹤0.01% 2148
2020
Q4 		$18K Buy
+23
New +$11.6K ﹤0.01% 1776

Other funds holding CHPT

RCP
Rho Capital Partners New York $20.4M AUM
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's CHPT Position: Q2 2021 in Review

Sowell Financial Services sold out of ChargePoint (CHPT) in Q2 2021, closing a stake of 34 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in CHPT in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 224 funds tracked by Wall St. Rank hold CHPT as of Q2 2021.

  • Sowell Financial Services reported no remaining ChargePoint position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 34 ChargePoint shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in ChargePoint in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's ChargePoint position peaked at $18K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held ChargePoint as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.