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WealthPLAN Partners’s ChargePoint CHPT Stock Holding History

WealthPLAN Partners’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
-1,485
Closed -$361K – 1326
2022
Q4 		$361K Buy
+1,485
New +$361K 0.03% 292
2022
Q1 		$216K Buy
833
+103
+14% +$31.8K 0.02% 363
2021
Q4 		$202K Buy
+730
New +$323K 0.01% 367

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

WealthPLAN Partners's CHPT Position: Q1 2023 in Review

WealthPLAN Partners sold out of ChargePoint (CHPT) in Q1 2023, closing a stake of 1,485 shares — an estimated $361K sold.

WealthPLAN Partners first reported a position in CHPT in Q4 2021 and held it in 3 quarters. The position peaked at $361K in Q4 2022. 400 funds tracked by Wall St. Rank hold CHPT as of Q1 2023.

  • WealthPLAN Partners reported no remaining ChargePoint position as of Q1 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,485 ChargePoint shares in Q1 2023, an estimated $361K.
  • WealthPLAN Partners first reported a position in ChargePoint in Q4 2021 and held it in 3 quarters.
  • WealthPLAN Partners's ChargePoint position peaked at $361K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held ChargePoint as of Q1 2023.

Based on WealthPLAN Partners's 13F filing for Q1 2023, filed 10 May 2023.