WealthShield Partners’s ChargePoint CHPT Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-20	Closed	-$14K	–	313
2021 Q2	$14K	Buy	+20	New	+$10.6K	﹤0.01%	703

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIMS

SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

RCP

Rho Capital Partners New York $20.4M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GFWEX

G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthShield Partners's CHPT Position: Q3 2021 in Review

WealthShield Partners sold out of ChargePoint (CHPT) in Q3 2021, closing a stake of 20 shares — an estimated $14K sold.

WealthShield Partners first reported a position in CHPT in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 263 funds tracked by Wall St. Rank hold CHPT as of Q3 2021.

WealthShield Partners reported no remaining ChargePoint position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 20 ChargePoint shares in Q3 2021, an estimated $14K.
WealthShield Partners first reported a position in ChargePoint in Q2 2021 and held it in 1 quarter.
WealthShield Partners's ChargePoint position peaked at $14K in Q2 2021.
263 funds tracked by Wall St. Rank held ChargePoint as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.