Winch Advisory Services’s ChargePoint CHPT Stock Holding History

Winch Advisory Services’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	-42	Closed	-$7K	–	426
2023 Q2	$7K	Hold	42	–	–	﹤0.01%	279
2023 Q1	$9K	Hold	42	–	–	﹤0.01%	260
2022 Q4	$8K	Hold	42	–	–	﹤0.01%	251
2022 Q3	$12K	Hold	42	–	–	0.01%	207
2022 Q2	$11K	Hold	42	–	–	﹤0.01%	220
2022 Q1	$17K	Hold	42	–	–	0.01%	210
2021 Q4	$16K	Hold	42	–	–	0.01%	230
2021 Q3	$17K	Hold	42	–	–	0.01%	222
2021 Q2	$29K	Buy	+42	New	+$22.2K	0.01%	164

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

Winch Advisory Services's CHPT Position: Q3 2023 in Review

Winch Advisory Services sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 42 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in CHPT in Q2 2021 and held it in 9 quarters. The position peaked at $29K in Q2 2021. 379 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

Winch Advisory Services reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
Winch Advisory Services sold 42 ChargePoint shares in Q3 2023, an estimated $7K.
Winch Advisory Services first reported a position in ChargePoint in Q2 2021 and held it in 9 quarters.
Winch Advisory Services's ChargePoint position peaked at $29K in Q2 2021.
379 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.