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WCG Wealth Advisors’s ChargePoint CHPT Stock Holding History

WCG 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
Q1 		– Sell
-3,357
Closed -$640K – 159
2022
Q4 		$640K Buy
3,357
+58
+2% +$14.1K 0.09% 130
2022
Q3 		$1M Sell
3,299
-142
-4% -$43.1K 0.13% 123
2022
Q2 		$942K Buy
+3,441
New +$954K 0.13% 125

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCG Wealth Advisors's CHPT Position: Q1 2023 in Review

WCG Wealth Advisors sold out of ChargePoint (CHPT) in Q1 2023, closing a stake of 3,357 shares — an estimated $640K sold.

WCG Wealth Advisors first reported a position in CHPT in Q2 2022 and held it in 3 quarters. The position peaked at $1M in Q3 2022. 400 funds tracked by Wall St. Rank hold CHPT as of Q1 2023.

  • WCG Wealth Advisors reported no remaining ChargePoint position as of Q1 2023 after selling out during the quarter.
  • WCG Wealth Advisors sold 3,357 ChargePoint shares in Q1 2023, an estimated $640K.
  • WCG Wealth Advisors first reported a position in ChargePoint in Q2 2022 and held it in 3 quarters.
  • WCG Wealth Advisors's ChargePoint position peaked at $1M in Q3 2022.
  • 400 funds tracked by Wall St. Rank held ChargePoint as of Q1 2023.

Based on WCG Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.