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Valeo Financial Advisors’s ChargePoint CHPT Stock Holding History

Valeo Financial 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
Q2 		– Sell
-529
Closed -$111K – 619
2023
Q1 		$111K Buy
+529
New +$115K 0.01% 575
2021
Q2 		– Sell
-8
Closed -$4K – 741
2021
Q1 		$4K Buy
+8
New +$5.4K ﹤0.01% 1608

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
RCP
Rho Capital Partners New York $20.4M AUM

Valeo Financial Advisors's CHPT Position: Q2 2023 in Review

Valeo Financial Advisors sold out of ChargePoint (CHPT) in Q2 2023, closing a stake of 529 shares — an estimated $111K sold.

Valeo Financial Advisors first reported a position in CHPT in Q1 2021 and held it in 2 quarters. The position peaked at $111K in Q1 2023. 394 funds tracked by Wall St. Rank hold CHPT as of Q2 2023.

  • Valeo Financial Advisors reported no remaining ChargePoint position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 529 ChargePoint shares in Q2 2023, an estimated $111K.
  • Valeo Financial Advisors first reported a position in ChargePoint in Q1 2021 and held it in 2 quarters.
  • Valeo Financial Advisors's ChargePoint position peaked at $111K in Q1 2023.
  • 394 funds tracked by Wall St. Rank held ChargePoint as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.