WESPAC Advisors’s ChargePoint CHPT Stock Holding History

WESPAC 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 Q3	–	Sell	-625	Closed	-$110K	–	144
2023 Q2	$110K	Buy	+625	New	+$110K	0.09%	125

Other funds holding CHPT

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WESPAC Advisors's CHPT Position: Q3 2023 in Review

WESPAC Advisors sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 625 shares — an estimated $110K sold.

WESPAC Advisors first reported a position in CHPT in Q2 2023 and held it in 1 quarter. The position peaked at $110K in Q2 2023. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

WESPAC Advisors reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
WESPAC Advisors sold 625 ChargePoint shares in Q3 2023, an estimated $110K.
WESPAC Advisors first reported a position in ChargePoint in Q2 2023 and held it in 1 quarter.
WESPAC Advisors's ChargePoint position peaked at $110K in Q2 2023.
379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on WESPAC Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.