Westwood Holdings Group’s ChargePoint CHPT Stock Holding History

Westwood Holdings Group’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	-224	Closed	-$43K	–	505
2022 Q4	$43K	Buy	+224	New	+$54.4K	﹤0.01%	529

Other funds holding CHPT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BEVI

Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group's CHPT Position: Q1 2023 in Review

Westwood Holdings Group sold out of ChargePoint (CHPT) in Q1 2023, closing a stake of 224 shares — an estimated $43K sold.

Westwood Holdings Group first reported a position in CHPT in Q4 2022 and held it in 1 quarter. The position peaked at $43K in Q4 2022. 400 funds tracked by Wall St. Rank hold CHPT as of Q1 2023.

Westwood Holdings Group reported no remaining ChargePoint position as of Q1 2023 after selling out during the quarter.
Westwood Holdings Group sold 224 ChargePoint shares in Q1 2023, an estimated $43K.
Westwood Holdings Group first reported a position in ChargePoint in Q4 2022 and held it in 1 quarter.
Westwood Holdings Group's ChargePoint position peaked at $43K in Q4 2022.
400 funds tracked by Wall St. Rank held ChargePoint as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.