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Sugarloaf Wealth Management’s ChargePoint CHPT Stock Holding History

Sugarloaf 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
Q1 		– Sell
-10
Closed -$3K – 751
2020
Q4 		$3K Buy
+10
New +$5.03K ﹤0.01% 593

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
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
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
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sugarloaf Wealth Management's CHPT Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of ChargePoint (CHPT) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in CHPT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 151 funds tracked by Wall St. Rank hold CHPT as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining ChargePoint position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 10 ChargePoint shares in Q1 2021, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in ChargePoint in Q4 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's ChargePoint position peaked at $3K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held ChargePoint as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.