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West Oak Capital’s ChargePoint CHPT Stock Holding History

West Oak Capital’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
Q4 		– Sell
-3,140
Closed -$312K – 307
2023
Q3 		$312K Sell
3,140
-978
-24% -$142K 0.15% 95
2023
Q2 		$724K Sell
4,118
-75
-2% -$13.1K 0.35% 68
2023
Q1 		$878K Buy
4,193
+201
+5% +$43.8K 0.44% 65
2022
Q4 		$761K Sell
3,992
-2,149
-35% -$522K 0.4% 67
2022
Q3 		$1.81M Buy
6,141
+929
+18% +$282K 0.98% 41
2022
Q2 		$1.43M Buy
5,212
+39
+0.8% +$10.8K 0.75% 52
2022
Q1 		$2.06M Buy
5,173
+2,725
+111% +$841K 0.93% 38
2021
Q4 		$933K Sell
2,448
-1,871
-43% -$829K 0.34% 69
2021
Q3 		$1.73M Buy
4,319
+399
+10% +$186K 0.67% 56
2021
Q2 		$2.72M Buy
3,920
+570
+17% +$302K 1.07% 30
2021
Q1 		$1.79M Buy
3,350
+3,246
+3,121% +$2.19M 0.76% 52
2020
Q4 		$83K Buy
+104
New +$52.3K 0.04% 157

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Oak Capital's CHPT Position: Q4 2023 in Review

West Oak Capital sold out of ChargePoint (CHPT) in Q4 2023, closing a stake of 3,140 shares — an estimated $312K sold.

West Oak Capital first reported a position in CHPT in Q4 2020 and held it in 12 quarters. The position peaked at $2.72M in Q2 2021. 382 funds tracked by Wall St. Rank hold CHPT as of Q4 2023.

  • West Oak Capital reported no remaining ChargePoint position as of Q4 2023 after selling out during the quarter.
  • West Oak Capital sold 3,140 ChargePoint shares in Q4 2023, an estimated $312K.
  • West Oak Capital first reported a position in ChargePoint in Q4 2020 and held it in 12 quarters.
  • West Oak Capital's ChargePoint position peaked at $2.72M in Q2 2021.
  • 382 funds tracked by Wall St. Rank held ChargePoint as of Q4 2023.

Based on West Oak Capital's 13F filing for Q4 2023, filed 18 Jan 2024.