U.S. Capital Wealth Advisors’s ChargePoint CHPT Stock Holding History

U.S. Capital Wealth Advisors’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 Q3	–	Sell	-774	Closed	-$136K	–	640
2023 Q2	$136K	Sell	774 -326	-30%	-$57.1K	0.01%	636
2023 Q1	$230K	Sell	1,100 -2,269	-67%	-$494K	0.01%	586
2022 Q4	$642K	Buy	3,369 +2,074	+160%	+$504K	0.03%	407
2022 Q3	$382K	Hold	1,295	–	–	0.02%	489
2022 Q2	$355K	Buy	+1,295	New	+$359K	0.02%	531
2022 Q1	–	Sell	-631	Closed	-$241K	–	715
2021 Q4	$241K	Buy	+631	New	+$280K	0.01%	643

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's CHPT Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 774 shares — an estimated $136K sold.

U.S. Capital Wealth Advisors first reported a position in CHPT in Q4 2021 and held it in 6 quarters. The position peaked at $642K in Q4 2022. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 774 ChargePoint shares in Q3 2023, an estimated $136K.
U.S. Capital Wealth Advisors first reported a position in ChargePoint in Q4 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's ChargePoint position peaked at $642K in Q4 2022.
379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.