Toth Financial Advisory’s ChargePoint CHPT Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-5	Closed	-$1.05K	–	796
2023 Q1	$1.05K	Hold	5	–	–	﹤0.01%	752
2022 Q4	$953	Hold	5	–	–	﹤0.01%	666
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	675
2022 Q2	$1K	Buy	+5	New	+$1.39K	﹤0.01%	635

Other funds holding CHPT

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BEVI

Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCP

Rho Capital Partners New York $20.4M AUM

Toth Financial Advisory's CHPT Position: Q2 2023 in Review

Toth Financial Advisory sold out of ChargePoint (CHPT) in Q2 2023, closing a stake of 5 shares — an estimated $1.05K sold.

Toth Financial Advisory first reported a position in CHPT in Q2 2022 and held it in 4 quarters. The position peaked at $1.05K in Q1 2023. 394 funds tracked by Wall St. Rank hold CHPT as of Q2 2023.

Toth Financial Advisory reported no remaining ChargePoint position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 5 ChargePoint shares in Q2 2023, an estimated $1.05K.
Toth Financial Advisory first reported a position in ChargePoint in Q2 2022 and held it in 4 quarters.
Toth Financial Advisory's ChargePoint position peaked at $1.05K in Q1 2023.
394 funds tracked by Wall St. Rank held ChargePoint as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.