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Wealthstreet Investment Advisors’s ChargePoint CHPT Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-821
Closed -$438K – 129
2021
Q1 		$438K Sell
821
-147
-15% -$99.2K 0.04% 265
2020
Q4 		$776K Buy
+968
New +$486K 0.08% 183

Other funds holding CHPT

RCP
Rho Capital Partners New York $20.4M AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
SIMS
SPT Invest Management Sarl Contern, Luxembourg $515M AUM 45.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's CHPT Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ChargePoint (CHPT) in Q2 2021, closing a stake of 821 shares — an estimated $438K sold.

Wealthstreet Investment Advisors first reported a position in CHPT in Q4 2020 and held it in 2 quarters. The position peaked at $776K in Q4 2020. 224 funds tracked by Wall St. Rank hold CHPT as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining ChargePoint position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 821 ChargePoint shares in Q2 2021, an estimated $438K.
  • Wealthstreet Investment Advisors first reported a position in ChargePoint in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's ChargePoint position peaked at $776K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held ChargePoint as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.