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	-5	Closed	-$1	–	618
2023 Q1	$1	Buy	+5	New	+$1.09K	﹤0.01%	637

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 $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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 $97.9B AUM 20.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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.